Acorn Financial Planning

Acorn Financial Planning (CRD# 168249) is a financial advisory firm headquartered in , . They manage $10,015,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.acornfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,001,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Acorn Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Amy Pearl, financial advisor Santa Rosa CA
Amy Pearl
CRD#: 5837001
Santa Rosa, CA

Amy Pearl (CRD# 5837001) is an Investment Advisor Representative working at Acorn Financial Planning in Santa Rosa, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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