A complete list of active advisors currently associated with Acorn Financial Planning

Warmer can help you find a great advisor at Acorn Financial Planning or one who fits your needs even better.

Acorn Financial Planning is a sole‑proprietorship, state‑registered investment adviser serving individuals, high‑net‑worth clients, trusts and estates in California and other states, and it provides comprehensive financial planning alongside discretionary portfolio management. The firm reports about $10 million in assets under management and offers both AUM‑based portfolio management and separate financial planning or consulting engagements. The firm’s investment approach is grounded in academic research and Modern Portfolio Theory, emphasizing diversification, tax awareness, low‑cost mutual funds and periodic rebalancing with a primarily long‑term orientation. While the adviser favors passive, no‑load mutual funds and ETFs, the practice also applies fundamental analysis and may make tactical reallocations or shorter‑term trades for rebalancing, tax harvesting, or to meet client objectives. Distinctive features for a small, solo practice include the owner’s technical graduate degree (an M.S. in Computer Science) and a formal financial‑planning certificate, a history of operating the practice for many years, and a willingness to refer clients to unaffiliated money managers while continuing to act as the primary relationship contact. The firm also discloses an annual minimum advisory fee requirement (subject to waiver), does not accept custody of client assets, maintains a written Code of Ethics, and has personal‑trading policies designed to place client orders before adviser trades.

To learn more about the advisors currently working at Acorn Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.