Fees and Compensation — Form ADV Part 2A (3/27/2026)
[Brochure]
ITEM 5: FEES AND COMPENSATION
Termination and Refunds
Either party may terminate the advisory agreement signed with our firm for Comprehensive Portfolio Management
service in writing at any time. Upon notice of termination our firm will process a pro-rata refund of the unearned
portion of the advisory fees charged in advance at the beginning of the month.
Financial Planning and Consulting clients may terminate their agreement at any time before the delivery of a financial
plan by providing written notice. For purposes of calculating refunds, all work performed by us up to the point of
termination shall be calculated pro-rata based on the agreed upon fee currently in effect. Clients will receive a pro-rata
refund of unearned fees based on the time and effort expended by our firm.
Either party to a Retirement Plan Consulting Agreement may terminate at any time by providing written notice to the
other party. Full refunds will only be made in cases where cancellation occurs within five (5) business days of signing
an agreement. After five (5) business days from initial signing, either party must provide the other party with thirty
(30) days written notice to terminate billing. Billing will terminate 30 days after receipt of termination notice. Clients
will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.
Commissionable Securities Sales
Our firm and representatives do not sell securities for a commission in advisory accounts.
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026)
[Brochure]
ITEM 7: TYPES OF CLIENTS AND ACCOUNT REQUIREMENTS
Our firm has the following types of clients:
• Individuals and high-net-worth individuals
• Trusts, estates or charitable organizations
• Profit-sharing plans
• Corporations, limited liability companies and/or other business types
• Private investment funds
Our requirements for opening and maintaining accounts or otherwise engaging us:
• Our firm generally requires a minimum account balance of $500,000 for our Comprehensive Portfolio
Management. However, this minimum account balance requirement is negotiable.
ADV Part 2A – Firm Brochure Page 10 Acumen Wealth Advisors®
Offered $30,000,000 · Filed 2024-02-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $20,630,000 · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
136
36.0
(b) Individuals (high net worth individuals)
144
504.7
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
1
9.4
(g) Pension and profit sharing plans
12
48.9
(h) Charitable organizations
4
19.8
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above