# Acrylic Financial, Inc.
Source: https://planprovider.pro/provider/acrylic-financial-inc

> 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…

Retirement Plan Advisor

Fountain Hills, AZ

## 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/](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

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