Acorn Wealth Advisors, LLC

Acorn Wealth Advisors provides investment advisory and financial planning services to individuals and a range of institutional and tax-exempt clients including trusts, corporations, pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, written or oral financial plans, and recommendations of third‑party managers, and it generally charges fees based on assets under management with regular performance reporting.

The firm combines in‑house portfolio construction and quantitative analysis with third‑party platforms and managers, including programmatic model portfolios, automated rebalancing and tax‑loss harvesting via a Betterment TAMP and a Class F‑2 mutual fund platform for smaller accounts. Account reviews are performed at least quarterly, and investment recommendations are tailored to client goals, risk tolerance, tax and estate considerations; option strategies, hedging, and concentrated‑position management are used where appropriate.

Compared with many peer team firms, Acorn Wealth discloses that several employees are licensed insurance agents who may receive commission‑based compensation for insurance sales, and one affiliated professional provides tax preparation services as an enrolled agent through a separate business. The firm also participates in wrap programs—referring clients to and, in some cases, acting as a portfolio manager within Betterment’s wrap program—and discloses related conflicts of interest and revenue sharing with custodians and platform providers.