Acorn Wealth Advisors, LLC

Investment Advisor
in Grand Blanc, MI

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About this Advisor

James Barrett is a financial advisor operating in Grand Blanc, Michigan who has 9 years of industry experience. Barrett works at Acorn Wealth Advisors, LLC. Throughout their career, Barrett has worked at American Express Financial Advisors Inc, Purshe Kaplan Sterling Investments and Acorn Wealth Advisors. Barrett holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Michigan. Acorn Wealth Advisors, LLC is a financial advisory company headquartered in Grand Blanc, MI. The investment advisory business has just five advisors. It handles $326 million in assets under management across its 1,622 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,622 accounts, 46% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which service is provided. However, fees billed by Acorn Wealth Advisors, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8305 S. Saginaw Street Suite 2
Grand Blanc, MI 48439

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Acorn Wealth Advisors, LLC Brokerage Details

Total Assets Under Management


MI Average: $943,424,332
Total Number of Employees


MI Average: 21
Total Number of Accounts


MI Average: 1,586
Average Account Size


MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Barrett Work History

James has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Acorn Wealth Advisors

2014 - 2018 (4 years)

Purshe Kaplan Sterling Investments

1998 - 2014 (16 years)

American Express Financial Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of James Barrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Acorn Wealth Advisors, LLC

Noah Morgan
Grand Blanc, MI
John Bleyaert
Grand Blanc, MI
Thomas Ureche
Grand Blanc, MI
Christopher Russell
Grand Blanc, MI
James Barrett
Grand Blanc, MI
Todd Tarantino
Grand Blanc, MI
Steven Bliss
Grand Blanc, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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