Acumen Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$465,210,861
Total clients
220
61% high-net worth
Total advisors
1
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
220
Average account size
$2,114,595
About
Acumen Financial Advisors, LLC provides investment management and comprehensive financial planning to individuals, trusts and estates, pension and profit‑sharing plans, charitable institutions, foundations and business entities. It offers advisory services through the VISION2020 Wealth Management Platform’s Advisor Managed Portfolios (a wrap-fee program) and also delivers fixed‑fee or hourly financial planning engagements.
The firm follows a strategic, long‑term, buy‑and‑hold philosophy that emphasizes asset allocation and periodic rebalancing, while allowing tactical adjustments, option strategies and the use of margin when appropriate. Acumen prefers non‑discretionary authority for client accounts and, consistent with that preference, executes trades only with client approval rather than under broad discretionary authority.
Acumen is atypical among supported firms in its scale per advisor: as of December 31, 2025 it reported approximately $465.2 million in AUM across roughly 220 client relationships managed by its sole investment advisory representative. The brochure discloses that the advisory representative is also registered with the firm’s broker‑dealer and may receive commission and insurance compensation, and the firm describes procedures to disclose and monitor those potential conflicts while requiring clients to custody accounts at Osaic Wealth (clearing through Pershing).
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans ranging from $500 to $10,000 depending on complexity
$50,000 - $249,999: 2.50% annually $250,000 - $499,999: 2.25% annually $500,000 - $749,999: 2.00% annually $750,000 - $1,249,999: 1.75% annually $1,250,000 - $1,999,999: 1.50% annually $2,000,000 - $4,999,999: 1.25% annually $5,000,000 - $24,999,999: 1.25% annually $25,000,000+: 1.00% annually
Commissions earned by Registered Representatives of Osaic Wealth on securities and insurance product sales
Hourly consultation fees for financial, tax and estate planning services, pre-determined based on scope of work
Account minimum: $50,000 Fee-only: Hourly fees for financial planning services, pre-determined based on scope of work; fixed fees for financial plans ranging from $500 to $10,000
Main office location
Acumen Financial Advisors, LLC
3601 West 76 Th Street, Suite 475
Edina MN 55435, United States
Number of offices
1
Most active in
California · Colorado · Florida · Iowa · Minnesota · Ohio · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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