ACORN WEALTH ADVISORS, LLC
SEC RegisteredSimply Better Financial Advice
About the firm
Acorn Wealth Advisors is an independent, fee-based advisory practice based in Grand Blanc, Mich., that has helped hundreds of clients identify, plan for, and achieve their financial goals. They answer only to their clients and are united around a single goal of helping clients succeed.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management with custom portfolios, retirement planning, comprehensive financial planning, and coordination with a network of trusted professionals including accountants and legal professionals for estate planning and property transactions.
Who they serve
Hundreds of clients seeking help with financial goals, including individuals managing financial events throughout their lives and businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 809 | $561M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
19 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.50% |
| $500,000 to $1,000,000 | 1.25% |
| Over $1,000,000 | — |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACORN WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.