Registered Investment Adviser

Clarity is the material.

Acrylic Financial has two ways in. One for financial advisors looking for an RIA home, one for people looking for an advisor. Each one opens onto pages written for you.

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Two doors. Pick yours.

Our name

Transparent and flexible.

We want to take away the mystery surrounding financial matters, and give clients and advisors what they need to take control of their financial lives, in a way that is simple to understand and easy to access.

We want you to understand clearly what is going on with your money. You should be in the driver's seat, with your Acrylic advisor beside you.

Since 2017 we have helped investors understand how their investments are working, and find fees they did not know they were paying. We work with people who are just starting out, who arguably need it most, and there is no account minimum for any of our services.

Formed in February 2017 and no account minimum: Form ADV Part 2A, Items 4 and 7.

a·cryl·ic

Pronounced /əˈkrɪlɪk/ adjective

  1. Transparent. Clear enough to see all the way through.
  2. Flexible. Able to bend to fit, without breaking.
“Acrylic Financial is transparent and flexible.”

Why Acrylic

A registered adviser, on the record.

Transparent means you can check what we say. Everything below comes from our Form ADV Part 2A and our Form CRS, and each card says where.

CRD 288263

Acrylic Financial, Inc.

A Registered Investment Adviser in Fountain Hills, Arizona, formed in February 2017. More about the firm is on the SEC's website.

Registration as an investment adviser does not imply a certain level of skill or training.

Form ADV Part 2A, cover page and Items 1 and 4. Acrylic on adviserinfo.sec.gov

  • Three core services

    For individuals and families, we primarily offer portfolio management, financial planning and selection of other advisers.

    Form CRS, Item 2. Form ADV Part 2A, Item 4.

  • You decide on discretion

    If you grant us discretionary authority in your advisory agreement, we can trade for you without asking before each trade. If you do not, we ask for your approval first.

    Form ADV Part 2A, Items 4B and 16.

  • Monitored and reviewed

    As part of our standard services, we typically monitor client accounts monthly. Accounts are reviewed at least quarterly, and more often when markets or your circumstances call for it.

    Form CRS, Item 2. Form ADV Part 2A, Item 13.

  • Held at a custodian

    Acrylic generally requires client accounts to be held at custodians it has approved, including Charles Schwab & Co., Inc., Interactive Brokers LLC and Mid Atlantic Clearing & Settlement Corporation. Your statements come to you directly from the custodian.

    Form ADV Part 2A, Items 12 and 15. Item 12 also explains the limits and the conflict of directing accounts to these custodians.

  • A fiduciary standard

    When we provide advisory services, we act as a fiduciary. Some of our advisors are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. That work is not conducted through Acrylic, and insurance sales are not made in a fiduciary capacity.

    Form ADV Part 2A, Item 10.

  • Fees, said plainly

    Our fees depend on the services you receive. The more assets in your advisory account, the more you pay us, which gives us an incentive to increase them. Fees are paid monthly in arrears, and you pay them whether you make or lose money.

    Form CRS, Item 3. Form ADV Part 2A, Item 5. More on fees

How we work

Four steps, one at a time.

For individuals and families, this is what working with us on a portfolio looks like. Markets rise and fall for all kinds of reasons. Our job is to take those questions off your shoulders and manage your money through the ups and downs.

  1. A conversation

    We start by getting to know you: your needs, your goals and what you want your money to do.

  2. Your Investment Policy Statement

    We write down where you are today, with you: your income, your taxes, your time horizon and how much risk you are comfortable with. You get a copy.

  3. Your portfolio

    We build a portfolio to match that statement. Your account is held at a qualified custodian, and your statements come to you directly from it.

  4. Ongoing review

    We review your accounts at least quarterly, and once a year we go over your portfolio with you to decide whether anything should change. Retiring, leaving a job, a move or an inheritance can prompt a review sooner.

How we work, step by step

What we do

Services for clients, each with its own page.

  • Portfolio Management

    An Investment Policy Statement written for you, then a portfolio built to it: investment strategy, asset allocation, asset selection and regular monitoring.

  • Financial Planning

    Investment, retirement, tax, insurance, education and debt planning, worked through with you and delivered as a written plan.

  • Selection of Other Advisers

    Where it fits, we may place some or all of your assets with a third-party investment adviser. We confirm it is properly licensed or registered, do our own due diligence and monitor its work. You generally pay our fee in addition to the other adviser's, so total costs may be higher.

More for clients

For Advisors

Advisors, build your practice here.

If you are a financial advisor looking for an RIA home, the advisor pages are written for you.

Visit the advisor pages

Insights

Plain guides, before you decide.

All insights

Education only. Nothing in these guides is a recommendation.

The record

Read the filings for yourself.

You can ask us for a copy of our brochure at any time. Call (833) 422-7954 or write to info@acrylicfinancial.com.

Start with a conversation.

Whichever door you came in by, the first step is the same.

Start a conversation Advisors: talk to us about joining

Or call 833-4ACRYLIC (833-422-7954). We will answer your questions. Our office is at 16930 E Palisades Blvd, Suite 125, Fountain Hills, Arizona.