Mark Herman
Acorn Financial Services · Alexandria, Virginia
Mark Herman is a fee-only financial advisor at Acorn Financial Services in Alexandria, Virginia. Mark focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Acorn Financial Services 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
- Founders
- Executives
Facts
| Firm | Acorn Financial Services |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Languages | Spanish, Bengali, French |
| Accepting new clients | Yes |
| Assets under management | $1.40B across 4,566 accounts |
| SEC registration | Investment adviser representative in CO, VA · CRD 2762128 |
| Exams passed | Series 63 (1999) · Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.acorn-financial.com |
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Questions about Mark
Is Mark Herman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Acorn Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Acorn Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Mark work in?
Besides English, Acorn Financial Services offers service in Spanish, Bengali and French, according to its website.
Where is Mark Herman based?
Mark Herman is based in Alexandria, Virginia.
What does Mark specialize in?
Mark's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and retirement planning. Mark works with multi-generational families, founders and executives.
Is Mark Herman registered with the SEC?
Yes. Mark Herman is registered as an investment adviser representative in CO and VA (CRD 2762128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Acorn Financial Services manage?
Acorn Financial Services reports $1.40B across 4,566 accounts in assets under management.
How do I contact Mark Herman?
Through Mark's website, www.acorn-financial.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 Financial Services 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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