John Underhill
Acorn & Oak Wealth Management LLC · Sanford, North Carolina
John Underhill is a fee-only financial advisor at Acorn & Oak Wealth Management LLC in Sanford, North Carolina, who holds the CFP credential. John focuses on tax planning, estate & legacy planning and retirement planning. Acorn & Oak Wealth Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Acorn & Oak Wealth Management LLC |
|---|---|
| Based in | Sanford, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $38.4M across 223 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | acornandoakwm.com |
How John's firm compares
- Acorn & Oak Wealth Management LLC's average account is about $172,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about John
Is John Underhill a fee-only financial advisor?
Yes. John Underhill is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does John charge for financial advice?
John's firm, Acorn & Oak Wealth Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Underhill based?
John Underhill is based in Sanford, North Carolina.
What does John specialize in?
John's specialties include tax planning, estate & legacy planning, retirement planning, small business owners and sustainable & impact investing. John works with retirees.
What credentials does John Underhill hold?
John Underhill holds the CFP credential.
How much does Acorn & Oak Wealth Management LLC manage?
Acorn & Oak Wealth Management LLC reports $38.4M across 223 accounts in assets under management.
How do I contact John Underhill?
Through John's website, acornandoakwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Acorn & Oak Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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