Amy Pearl is a CFP-designated registered investment advisor at Acorn Financial Planning, based in Santa Rosa, CA, with 15 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $10M in assets under management.
Compensation
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Fee Structure
Portfolio-Based Fees (Flat)
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Location
Santa Rosa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Acorn Financial Planning
Previous Registrations
Buckingham Asset Management, LLC
Founders Financial Network, LLC
State Registrations1 state
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