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
Series 65
Industry experience
4 years
Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management across multiple platforms.
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
Virginia
Acorn Financial Advisory Services, Inc.
2021 - Present (5 years)
NOVA Estate Planning
2020 - Present (6 years)
Acorn Estate Planning
2017 - 2020 (3 years)
Student/Unemployed
2011 - 2017 (6 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.
CFP®, Series 65
Reston, VA
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Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.
Series 65
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Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.
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CFP®, Series 63
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David N. Hainsworth, C.P.A., P.C.
David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.
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