Ronald Whitley
Acorn Financial Services · Alexandria, Virginia
Ronald Whitley is a fee-only financial advisor at Acorn Financial Services in Alexandria, Virginia. Ronald 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 TX, VA · CRD 2627696 |
| Exams passed | Series 63 (1995) · Series 65 (2017) · Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.acorn-financial.com |
| Profile |
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Questions about Ronald
Is Ronald Whitley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald's firm, Acorn Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Ronald work in?
Besides English, Acorn Financial Services offers service in Spanish, Bengali and French, according to its website.
Where is Ronald Whitley based?
Ronald Whitley is based in Alexandria, Virginia.
What does Ronald specialize in?
Ronald's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and retirement planning. Ronald works with multi-generational families, founders and executives.
Is Ronald Whitley registered with the SEC?
Yes. Ronald Whitley is registered as an investment adviser representative in TX and VA (CRD 2627696), 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 Ronald Whitley?
Through Ronald'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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