Abboud Financial Planning, Inc.

Overview

Abboud Financial Planning, Inc. is a small, fee-based advisory firm focused on serving individual and family clients. The firm runs discretionary portfolio management primarily through pooled public vehicles and mutual funds, and it advertises educational seminars and workshops as part of its client-facing activities. Abboud Financial Planning charges fees based on a percentage of assets under management and does not position itself as a specialist ESG investor, pension consultant, multi-state adviser, or capital allocator. The ownership is held by an individual, and the firm's client mix and service model emphasize straightforward wealth management and financial planning for households and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices