John Underhill is a CFP-designated registered investment advisor at Acorn & Oak Wealth Management, based in Raleigh, NC, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 65 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 0.20% |
| $1.5M+ | 0.10% |
For clients with highly complex portfolios and financial situations, AOWM may negotiate a higher annual advisory fee with the client which will be discussed and agreed to prior to entering into an advisory contract. At no point will the agreed upon annual fee exceed 2% of Assets Under Management.
Fee Estimator
Contact
John Underhill
Location
Raleigh, NC
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John owns short-term rental properties through Bird & Bear LLC since 2019, dedicating a few hours per week. He is also a cofounder of the nonprofit Good Barrels of the Triangle since 2023, spending about 10-20% of his time helping run fundraising events.
Employment History
Current Registrations
Acorn & Oak Wealth Management
Previous Registrations
Northwest Asset Management
Edward Jones
Edward JonesBroker
State Registrations1 state
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.