Acorn & Oak Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,416,682
Clients
82
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$468,496
About
Acorn & Oak Wealth Management is a fee-only, state-registered advisory firm that provides comprehensive wealth management and ongoing financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm reports approximately $38.4 million in discretionary assets under management across about 82 clients and offers additional services such as participant education for employer-sponsored retirement plans and coordination of tax return preparation.
The firm’s investment approach is grounded in Modern Portfolio Theory and strategic asset allocation, blending passive and active strategies and allowing tactical deviations within target ranges to reflect market conditions and client objectives. Client accounts are managed on a discretionary basis and the firm uses a sub-advisory arrangement to implement certain BlackRock model portfolios and automated tax-loss harvesting, while recommending custodians such as Charles Schwab and Altruist.
Compared with many independent peers, the firm also provides portfolio management for institutional and corporate/charitable accounts and offers participant education to plan employees—services that are less common among similarly sized independent advisers. It further combines ongoing financial planning with operational features like coordination with third-party tax professionals and delegated model implementation, which shape a service mix that extends beyond typical individual-focused offerings.
Client services
Financial planning
Portfolio management
Tax preparation assistance
Expertise
Elder care planning
Caring for aging parents
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
$100,000 - $150,000: 2.00% $150,001 - $250,000: 1.50% $250,001 - $499,999: 1.25% $500,000 - $1,499,999: 0.20% of Managed Assets + $5,000 $1,500,000+: 0.10% of Managed Assets + $5,000
Account minimum: $100,000 Fee-only: Recurring fixed fee ranging from $150 to $850 per month for clients with less than $100,000 in AUM
Main office location
Acorn & Oak Wealth Management
Raleigh NC, United States
Number of offices
2
Most active in
Acorn & Oak Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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