Acadia Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,463,984
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$323,199
Client services
Fee options
Tier I - Advising: $600 to $900 annually plus $300 upfront engagement fee; Tier II - Planning: $4,800 to $6,600 annually; Tier III - Wealth Management: $7,200 to $12,000 annually; all fees paid monthly in advance.
$0 - $5,000,000: 0.35% annually (charged by XY Investment Solutions as Sub-Advisor) $5,000,001 - $25,000,000: 0.30% annually (charged by XY Investment Solutions as Sub-Advisor) $25,000,001+: 0.25% annually (charged by XY Investment Solutions as Sub-Advisor)
Project-Based Financial Planning at $400 per hour, negotiable.
Account minimum: No minimum asset requirement to engage Acadia for all tiers of service; however, minimum annual fees apply per service tier. Minimum fee: Tier I - Advising: minimum annual fee $600; Tier II - Planning: minimum annual fee $4,800; Tier III - Wealth Management: minimum annual fee $7,200 Fee-only: Financial planning fees billed directly; no commissions accepted.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Acadia Financial Services, LLC
Fairfax Station VA, United States
Number of offices
2
Forms ADV
Quick links
Advisors at this firm
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