Advisor at Acorn Financial Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reston, VA 20191
Credentials
CFP®, Series 66
Industry experience
23 years
James Gambaccini is a CFP® with 22 years of industry experience, currently serving at Acorn Financial Advisory Services, Inc. since 2003. He previously worked at Republic Capital Group and is also president of Acorn Tax Planning, Inc., where he oversees tax return preparation and filing services. Acorn Financial Advisory Services provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm manages approximately $1.23 billion across 2,300–2,400 clients with a focus on custom and model-based portfolios, discretionary and non-discretionary management, and offers subadvisory and pension planning services.
Based on Acorn Financial Advisory Services, Inc.
Based on Acorn Financial Advisory Services, Inc.
Financial planning fixed fees ranging from $2,400 to $5,000,000
$0 - $1,000,000: 1.70% annually (0.425% quarterly) $1,000,001 - $5,000,000: 1.00% annually (0.25% quarterly) $5,000,001 - $10,000,000: 0.80% annually (0.20% quarterly) $10,000,001 - $20,000,000: 0.70% annually (0.175% quarterly) $20,000,001 - $50,000,000: 0.60% annually (0.15% quarterly) >$50,000,001+: 0.50% annually (0.125% quarterly)
Hourly consulting rates range from $595 to $1,095 for advisers and $155 for staff, minimum two hours charge
Annual Maintenance Contract fees charged in addition to portfolio management fees; specific amounts not disclosed
Account minimum: $1,000,000 Minimum fee: Minimum financial planning fee of $2,400 Fee-only: Flat fees for financial planning: $2,400 - $5,000,000; Hourly rates $595 - $1,095 for advisers, $155 for staff (minimum 2 hours)
1900 Campus Commons Drive, Suite 600
Reston, VA 20191
District of Columbia · Florida · Louisiana · North Carolina · Texas · Virginia
Republic Capital Group
2026 - Present (1 year)
Acorn Financial Services, Inc.
2010 - Present (16 years)
Acorn Financial Advisory Services, Inc.
2008 - Present (18 years)
Acorn Financial Advisory Services, Inc.
2003 - Present (23 years)
Acorn Financial Services, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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