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
Bethesda, MD 20816
Credentials
CFP®, Series 65
Industry experience
10 years
Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides 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 about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through 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)
4701 Sangamore Rd,, Suite 205 S
Bethesda, MD 20816
Maryland
Acorn Financial Advisory Services, Inc.
2017 - Present (9 years)
Thomas F Barrett Inc
2013 - Present (13 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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