Acorn Financial Advisory Services, Inc. fees and pricing
Financial planner in Reston, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 28, 2026, Acorn Financial Advisory Services, Inc. charges $175-$1,295 an hour and a flat or project fee of $3,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$1,295/hr
“Hourly rate for consultations with advisers is $625 - $1,295 and the hourly rate for staff time is $175.”
- Flat or project fee
- $3,750
“AFAS has a stated firm minimum financial planning fee of $3,750.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Acorn Financial Advisory Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “There is a minimum two-hour charge for all work billed hourly.”
- “Fees are computed and paid in advance quarterly based upon the value of the account at the end of the quarter.”
- “Additional Information Additional deposits of funds and or any other securities into the client’s account will be subject to the same fees, prorated based on the number of days remaining in the quarter.”
How Acorn Financial Advisory Services, Inc.’s fees compare
- Its hourly rate of $175-$1,295 spans the Virginia median of $260. 99% of the 203 other Virginia planners that publish an hourly rate charge less.
- 10 of the 10 other planners in Reston that publish an hourly rate charge less.
- Its flat or project fee of $3,750 is below the Virginia median of $4,250. 46% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Reston that publish a flat or project fee charge less.
About Acorn Financial Advisory Services, Inc.
- Firm size: 11 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1996 (30 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.7% a year
- Clients
- 2,584
- Employees
- 11
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $1,398,636,857
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116763
- Phone
- (703) 293-3100
Can advise clients in 29 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
Other planners in Reston that publish fees
- Brighter Financial Capital Management, LLCReston$150/hr
- Buchanan Wealth ManagementReston$300/hr
- Grey Kirwan FinancialReston$400/hr, $20,000
- Guidepoint Financial PlanningReston$1,000, $300-$600/mo
- Hopwood Financial Services, Inc.Reston$250/hr
- Kaplan Wealth Management, Inc.Reston$150-$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.