Acorn & Oak Wealth Management fees
Financial planner in Raleigh, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 27, 2026, Acorn & Oak Wealth Management (Raleigh, NC) charges a monthly fee of $150-$850 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change.
- Monthly fee
- $150-
$850/mo “Fees are paid monthly in advance, ranging from $150 to $850.”
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
- 2021 (5 years)
How Acorn & Oak Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Clients may also pay by debit/credit card or check.”
- “An advisory contract for this service may be terminated with written notice at least 30 calendar days in advance.”
About Acorn & Oak Wealth Management
“We offer Wealth Management Services and Financial Planning Services.”
- Principal: John Underhill
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 82
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $38.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 27, 2026
- CRD number
- 313322 (opens in new tab)
- Phone
- (919) 578-2609
Other planners in Raleigh that publish fees
- Financial Symmetry Inc.RaleighFlat $1,000-$4,000
- First Oak Wealth Management, LLCRaleighHourly $1,000/hr
- Just AdvisingRaleighFlat $1,500-$4,000, Monthly $150-$466/mo
- Yarborough Asset Management StrategiesRaleighHourly $250-$1,000/hr, Flat $2,000-$10,000
- Innovest Strategies LLCRaleighHourly up to $500/hr
- CLW Financial Planning LLCRaleighHourly $250-$350/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.