Ben Loeffler
Acorn Creek Capital · Fort Collins, Colorado
Ben Loeffler is a fee-only financial advisor at Acorn Creek Capital in Fort Collins, Colorado. Ben focuses on small business owners, family wealth transfer and retirement planning. Acorn Creek Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Executives
- Physicians
- Divorced individuals
- Founders
Facts
| Firm | Acorn Creek Capital |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $488.7M across 2,073 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5185200 |
| Exams passed | Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.acorncreekcapital.com |
| Profile |
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Questions about Ben
Is Ben Loeffler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ben holds no broker registration, and Acorn Creek Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ben charge for financial advice?
Ben's firm, Acorn Creek Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ben Loeffler based?
Ben Loeffler is based in Fort Collins, Colorado.
What does Ben specialize in?
Ben's specialties include small business owners, family wealth transfer, retirement planning, physicians & residents and tax planning. Ben works with multi-generational families, executives, physicians, divorced individuals and founders.
Is Ben Loeffler registered with the SEC?
Yes. Ben Loeffler is registered as an investment adviser representative in CO and TX (CRD 5185200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Acorn Creek Capital manage?
Acorn Creek Capital reports $488.7M across 2,073 accounts in assets under management.
How do I contact Ben Loeffler?
Through Ben's website, www.acorncreekcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Acorn Creek Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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