Vincent Barrett
Acorn Financial Services · Bethesda, Maryland
Vincent Barrett is a fee-only financial advisor at Acorn Financial Services in Bethesda, Maryland, who holds the CFP credential. Vincent 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 | Bethesda, Maryland |
| 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 6466393 |
| Exams passed | Series 65 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.acorn-financial.com |
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Questions about Vincent
Is Vincent Barrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vincent 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 Vincent charge for financial advice?
Vincent's firm, Acorn Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Vincent work in?
Besides English, Acorn Financial Services offers service in Spanish, Bengali and French, according to its website.
Where is Vincent Barrett based?
Vincent Barrett is based in Bethesda, Maryland.
What does Vincent specialize in?
Vincent's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and retirement planning. Vincent works with multi-generational families, founders and executives.
What credentials does Vincent Barrett hold?
Vincent Barrett holds the CFP credential.
Is Vincent Barrett registered with the SEC?
Yes. Vincent Barrett is registered as an investment adviser representative in MD (CRD 6466393), 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 Vincent Barrett?
Through Vincent'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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