Steven Brandt
Acorn Financial Services · Alexandria, Virginia
Steven Brandt is a fee-only financial advisor at Acorn Financial Services in Alexandria, Virginia. Steven 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 2323730 |
| Exams passed | Series 63 (1993) · Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.acorn-financial.com |
| Profile |
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Questions about Steven
Is Steven Brandt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Acorn Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Steven work in?
Besides English, Acorn Financial Services offers service in Spanish, Bengali and French, according to its website.
Where is Steven Brandt based?
Steven Brandt is based in Alexandria, Virginia.
What does Steven specialize in?
Steven's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and retirement planning. Steven works with multi-generational families, founders and executives.
Is Steven Brandt registered with the SEC?
Yes. Steven Brandt is registered as an investment adviser representative in TX and VA (CRD 2323730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Steven Brandt?
Through Steven'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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