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
Alexandria, VA 22314
Credentials
Series 63, Series 65, Series 66
Industry experience
8 years
Ronald Whitley is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Acorn since 2017. In addition to his advisory role, he is an independent software consultant. 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 across 11 advisors and offers both custom and model-based portfolios with discretionary and non-discretionary management.
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)
1521 King Street
Alexandria, VA 22314
Texas · Virginia
Acorn Financial Advisory Services, Inc.
2017 - Present (9 years)
IW Foundry LLC
2012 - Present (14 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 66
Alexandria, VA
Wesling Financial Planning Services Corp.
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.
Series 65
Washington, DC
Rockbound Capital LLC
Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.
CFA®, Series 65
Annandale, VA
Bishopsgate Investment Company
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