Acorn Financial Planning fees
Financial planner in Santa Rosa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Acorn Financial Planning (Santa Rosa, CA) charges a flat or project fee of $1,000-$5,000 for financial planning.
- Website: acornfinancialplanning.com (opens in new tab)
- Call (650) 279-1010
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Runs from below the California median of $5,000 up to it.
“Fixed fee engagements typically range from $1,000 for a portfolio review to $5,000 for a comprehensive financial plan.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How Acorn Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Fees in the first quarter of service are prorated to the inception date of the account to the end of the first quarter.”
- “Fees may be negotiable at the discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2026
- CRD number
- 168249 (opens in new tab)
- Phone
- (650) 279-1010
Other planners in Santa Rosa that publish fees
- Clifford Financial Planning, Inc.Santa RosaHourly $250/hr, Annual $5,000-$10,000/yr
- Kinstead Wealth Management LLCSanta RosaHourly $200/hr
- Miles Brown Asset ManagementSanta RosaHourly $300-$500/hr, Flat from $1,500
- Polymita Wealth Management LLCSanta RosaFlat $2,500-$5,000, Monthly $250-$400/mo
- Swad Wealth Management LLCSanta RosaHourly $500/hr, Flat $2,000-$20,000
- Trusted Path Wealth Management, LLCSanta RosaHourly $300/hr, Flat $3,600-$10,500
Is something on this page wrong or out of date?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.