Acorn Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Acorn Wealth Advisors reports 809 individuals. Of its assets, 98.5% ($553M across 2,121 accounts) are managed with discretion; $8.23M across 11 accounts are not. A wrap fee program the firm both sponsors and manages holds $20.3M. It advised 19 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 809 | $561M | 100.0% | $694K |
| Total | 809 | $561M | 100% | $694K |
- Clients
- 809
- Regulatory AUM
- $561M
- AUM share
- 100.0%
- Avg. per client
- $694K
Total
- Clients
- 809
- Regulatory AUM
- $561M
- AUM share
- 100%
- Avg. per client
- $694K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 19
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Acorn Wealth Advisors charges 1.25%–1.50% a year for its Asset Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Free for clients with $500,000 or more under management; below that, $500 down and $250 per hour.
Todd Tarantino owns 75% or more of Acorn Wealth Advisors. It has 5 employees.
Leadership
- Noah MorganPrincipal
- Todd TarantinoCEO &
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Acorn Wealth Advisors, LLC
Todd Tarantino
Control person · since May 2014
Acorn Wealth Advisors’ regulatory assets grew 1.7× from $335M (July 2021) to $561M (June 2026); clients fell from 907 to 809 and employees from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $561M | 809 | 5 | 3 |
| July 2025 | $430M | 840 | 5 | 2 |
| March 2024 | $377M | 840 | 5 | 2 |
| March 2023 | $326M | 826 | 5 | 2 |
| June 2022 | $333M | 900 | 5 | 2 |
| July 2021 | $335M | 907 | 7 | 2 |
Besides its headquarters, Acorn Wealth Advisors has 2 offices, with 3 listed addresses in Michigan.
Michigan · 3 listed addresses
- 8305 S. Saginaw Street, Suite 2, Grand BlancHQ
- 405 S. Leroy St., Fenton
- 503 S. Saginaw Street, Flint
Contact and registration details
- Legal name
- Acorn Wealth Advisors, LLC
- Headquarters
- 8305 S. Saginaw Street, Suite 2, Grand Blanc, MI 48439
- Website
- acornwealthadvisors.com
- Phone
- 810-953-4444
- SEC file
- 801-79211
- Structure
- Michigan LLC
- Fiscal year end
- December
Acorn Wealth Advisors uses Charles Schwab ($553M) as custodian for its separately managed accounts. Acorn Wealth Advisors has custody of $120M in client assets for 472 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Sanfrancisco, CA · $553M100%
At year end, Acorn Wealth Advisors’ separately managed accounts were mostly in stocks (77%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $410M across 303 positions; the largest are Dimensional ETF Trust (6.7%), Vanguard BD Index Fds (4.8%) and Schwab Strategic TR (3.2%).
What the accounts hold
- Stocks77%
- Funds20%
- Registered funds18%
- Pooled vehicles2%
- Cash2%
- Other1%
- Cd and reits1%
Reported 13F holdings
- $410M
- Reported 13F value
- 303
- Positions
- 28.1%
- In the 10 largest
- +19.6%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF6.7%
- Vanguard BD Index Fds · Total Bnd Mrkt4.8%
- Schwab Strategic TR · US Dividend EQ3.2%
- Schwab Strategic TR · US Lcap GR ETF2.7%
- Select Sector SPDR TR · ST Str Techn ETF2.0%
- Dimensional ETF Trust · US Small Cap ETF1.9%
- Vanguard Specialized Funds · Div App ETF1.9%
- Dimensional ETF Trust · US High Prof ETF1.8%
- Dimensional ETF Trust · Core Fixe IN ETF1.6%
- Capital Group International1.5%
Together, the ten largest are 28.1% of reported value.
How many clients does Acorn Wealth Advisors have?
Acorn Wealth Advisors has 809 clients and manages $561 million for them, as of June 2026. They include 809 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Acorn Wealth Advisors offer?
Acorn Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Acorn Wealth Advisors charge?
Acorn Wealth Advisors charges 1.25%–1.50% a year for its Asset Management Fees. The fee is billed in arrears and is negotiable.
Source: ACORN WEALTH ADVISORS PART 2A_SEC, filed 3 March 2026
Which custodians does Acorn Wealth Advisors use?
Acorn Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Sanfrancisco, CA), with $553M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Acorn Wealth Advisors have?
Acorn Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Acorn Wealth Advisors invest in?
At the end of its last fiscal year, Acorn Wealth Advisors’ separately managed accounts held 77% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 2% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% other. The 1% other category is described as: CD and Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Acorn Wealth Advisors?
Acorn Wealth Advisors’ direct owner is Todd Tarantino (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Acorn Wealth Advisors get paid?
Acorn Wealth Advisors is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Acorn Wealth Advisors registered with the SEC?
Yes, Acorn Wealth Advisors has been registered with the SEC as an investment adviser since 27 February 2014. Its CRD number is 170462 and its SEC file number is 801-79211.
Source: Form ADV Part 1A, Item 1, filed 11 June 2026; IAPD firm record
How do I contact Acorn Wealth Advisors?
Acorn Wealth Advisors’ main office is at 8305 S. Saginaw Street, Suite 2, Grand Blanc, MI 48439. Its phone number is 810-953-4444. Its website is acornwealthadvisors.com.