Abundance Financial Coaching, LLC

Overview

Abundance Financial Coaching, LLC is an independent, individual-owned limited liability company that provides fee-based advisory services charged as a percentage of assets under management. The firm functions as a capital allocator and emphasizes selecting outside managers as part of its advisory approach. Its client-facing activities include educational seminars and workshops. The snapshot data indicates the firm does not pursue active ESG investing and maintains industry affiliations with a law firm and an insurance company. Abundance Financial Coaching is state-registered in a wide set of jurisdictions, including Arizona, California, Colorado, Florida, Iowa, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Ohio, Tennessee, Texas, and Wisconsin.

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Investments & Alternatives

Location & Offices