Sierra Merrick
Acorn Creek Capital · Fort Collins, Colorado
Sierra Merrick is a fee-only financial advisor at Acorn Creek Capital in Fort Collins, Colorado. Sierra 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.
Request an introduction to Sierra →
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 · CRD 7936653 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.acorncreekcapital.com |
Request an introduction to Sierra
Tell Sierra a little about what you're looking for. Sierra isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sierra
Is Sierra Merrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sierra 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 Sierra charge for financial advice?
Sierra's firm, Acorn Creek Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sierra Merrick based?
Sierra Merrick is based in Fort Collins, Colorado.
What does Sierra specialize in?
Sierra's specialties include small business owners, family wealth transfer, retirement planning, physicians & residents and tax planning. Sierra works with multi-generational families, executives, physicians, divorced individuals and founders.
Is Sierra Merrick registered with the SEC?
Yes. Sierra Merrick is registered as an investment adviser representative in CO (CRD 7936653), 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 Sierra Merrick?
Through Sierra'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.
See something wrong? Request a correction. Read our methodology.