About Acrylic Financial, Inc.
<p>Founded in 2017, Acrylic Financial, Inc. is a fee-only Registered Investment Advisor based in Fountain Hills in the Phoenix metro area. The firm works across a multi-state footprint that includes Arizona, California, Florida, Georgia, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Nebraska, New York, North Carolina, Oklahoma, Utah, and Texas.</p> <p>Acrylic Financial provides 3(21) fiduciary support for retirement plans as part of its work as a <a href="/plan-advisors">plan advisor</a>. The firm also handles portfolio management and financial planning for individuals and collaborates with other advisors through advisory consulting, selection of other advisers, and sub-advisory services.</p> <p>As of 2026, Acrylic Financial reports $0.1B in assets under management. The firm’s process focuses on building, implementing, and monitoring investment portfolios, with an emphasis on clear communication and client understanding through a tech-enabled workflow.</p> <p>One differentiator is the mix of advisor-facing services—such as selecting other advisers and sub-advisory work—alongside direct planning and investment management for end clients.</p> <ul> <li>Fee-only Registered Investment Advisor</li> <li>3(21) fiduciary services for retirement plans</li> <li>Portfolio management and financial planning</li> <li>Advisory consulting, selection of other advisers, and sub-advisory services</li> <li>Works with clients across 16 states</li> </ul>
Website: https://www.acrylicfinancial.com/
Founded: 2017
Office Locations
- Fountain Hills, AZ (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $58.4M