Acorn & Oak Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acorn & Oak Wealth Management is a fee-only, state-registered independent advisory firm that provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm also offers participant education for employer-sponsored plans and coordinates ancillary services such as tax return preparation and facilitation of estate‑planning documents.
The firm’s investment approach emphasizes strategic asset allocation informed by modern portfolio theory, combining passive and active funds and using tactical tilts within client risk tolerances. Portfolios are managed on a discretionary basis when engaged, with the firm employing outside managers and a sub‑advisory platform to implement model allocations and tax‑loss harvesting as part of ongoing monitoring and client reviews.
Notable for a solo independent adviser, Acorn & Oak provides portfolio management for institutional clients (charities and business plans) and delivers participant education services, capabilities that are uncommon among peers. The firm also facilitates estate document preparation through a third‑party platform, offers fee‑based annuities on a fee‑only basis, and requires use of selected custodial platforms while leveraging third‑party execution and tax‑management tools.
Client services
Expertise
Occupation focus
Fee options
Tax return preparation fees: $300 - $3,000 in advance; Estate planning services fees: $100 - $10,000
$100,000 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.20%
Fee-only: Recurring fixed fee ranging from $150 to $850 per month for ongoing financial planning
Main office
Raleigh NC, United States
Most active in
North Carolina
Also doing business as
Acorn & Oak Wealth Management · Acorn & Oak Wealth Management, LLC
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.
Forms ADV
Quick links
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