TrueAdvisor
TrueAdvisor
ST
ST

Sean Tyll

Acorn Financial Advisory Services, INC.
11 Years of Experience
Reston, VA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Sean Tyll is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Reston, VA, with 11 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,619 clients with $1.4B in assets under management.

Acorn Financial Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
2,619 clients
Average Client Portfolio
$534K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$17,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.80%
$20.0M - $50.0M0.70%
$50M+0.60%

Certain specialized strategies (strategicALPHA, strategicCORE, strategicOPPORTUNITIES) are assessed a flat annual fee of 1.50%. Fees and account minimums are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1900 Campus Commons Drive, Suite 600, Reston, VA, 20191

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sean is an insurance agent selling health and life insurance since 2016, dedicating full-time hours to this activity. He is also a mortgage loan originator with American Mortgage Inc, spending about 10-20% of his time on this.

Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
July 2018 - August 2019 · 1 yr 1 mo
Mutual of Omaha Investor Services, INC.Broker
April 2018 - August 2019 · 1 yr 4 mos
Park Avenue Securities LLCBroker
June 2014 - February 2016 · 1 yr 8 mos
MML Investors Services, LLCBroker
March 2013 - June 2014 · 1 yr 3 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Reston, VA →All financial advisors in Virginia →