Acts Financial Advisors

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Client assets under management

$126,541,551

Clients

78% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$5,501,807

About

Acts Financial Advisors, LLC provides individualized financial planning and investment management primarily to individual and high-net-worth clients, and also offers consulting to businesses and employee benefit plans. The firm reports approximately $126.5 million in assets under management and offers one-time and ongoing financial planning, tailored portfolio management, business planning, real estate analysis, and retirement plan consulting.

The firm describes a largely passive, Modern Portfolio Theory-based approach that uses index mutual funds and ETFs as core holdings while employing fundamental, technical, and cyclical analysis to inform asset-allocation and tactical decisions. Portfolios are constructed around a client-specific investment policy statement, reviewed on a regular basis, and the brochure discloses that strategies may involve alternative investments and leverage, with attendant risks related to borrowing and use of margin.

AFA is distinctive among similar-sized advisers in combining traditional advisory services with real estate and public-education activities: one principal is a licensed real estate agent and the firm offers real estate analysis services, and the brochure also states the firm presents periodic educational seminars and workshops that are offered free to the public. The principals’ backgrounds and outside activities — including medical and business credentials, ongoing clinical practice for one principal, ownership of a personal-finance media venture, and licensure to sell insurance — are disclosed and noted as potential sources of conflicts that the firm documents for clients.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Income planning Cash flow / budgeting Debt management Business exit / sale strategy

Occupation focus

Founder/Business Owner Doctor or Medical Professional

Demographic focus

Established Professionals

Fee options

Fixed

Fixed/project fees for One-Time Financial Planning, Business Planning & Consulting, and Real Estate Analysis services (negotiable, based on scope and complexity)

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.60% $20,000,001 - $50,000,000: 0.55% $50,000,001+: 0.50%

Commissions

Advisors are licensed insurance agents and may receive commissions from insurance product sales; commissions are not primary compensation and clients can choose whether to purchase such products

Project-based

$450 per hour for One-Time Financial Planning, Business Planning & Consulting, and Real Estate Analysis services

Other

Minimum fee: $10,800 annually ($900 monthly) minimum fee per client for ongoing financial planning and investment management Fee-only: One-Time Financial Planning, Business Planning & Consulting, and Real Estate Analysis can be charged hourly at $450/hour or fixed/project fees (negotiable)

Main office location

Acts Financial Advisors

1390 Chain Bridge Rd #10147

Mclean VA 22101, United States

Number of offices

Most active in

Maryland · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 571-749-5522

Advisors at this firm

Stephen C

Series 65

Mclean, VA

Acts Financial Advisors

Stephen Chang is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He previously worked at McKinsey and has been involved with the University of Virginia as an instructor for the CFP® Certificate Program. Chang is also the owner and co-founder of Rich to Wealthy, LLC, a personal finance education and entertainment company. Acts Financial Advisors is a small SEC-registered firm serving individual clients, charitable organizations, businesses, and public entities. The firm uses a Modern Portfolio Theory framework with primarily passive portfolios tailored to each client’s investment policy statement and offers financial planning, investment management, business consulting, and educational seminars.

General retirement planning Income planning Cash flow / budgeting Debt management Business exit / sale strategy Founder/Business Owner Doctor or Medical Professional Established Professionals

Mark E

Series 65

Mclean, VA

Acts Financial Advisors

Mark Eid is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He has worked at Qualderm Partners since 2020 and was previously employed at VA Dermatology and Skin Surgery Center. Outside of advising, Mark Eid practices as a Mohs micrographic surgeon at Qualderm Partners and co-founded Rich to Wealthy, a personal finance education and entertainment media company. Acts Financial Advisors is a small SEC-registered firm serving individuals, charitable organizations, businesses, and public entities. The firm employs a Modern Portfolio Theory framework using primarily passive index mutual funds and ETFs, while also offering financial planning, investment management, business consulting, and real estate analysis services.

General retirement planning Income planning Cash flow / budgeting Debt management Business exit / sale strategy Founder/Business Owner Doctor or Medical Professional Established Professionals

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