Abundance Wealth Counselors, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$914K

Accounts

1,711

Employees

Advisory reps

Firm details

Headquarters: State College, Pennsylvania
CRD number: 111740
Registered since: June 25, 2001
Website: abundancellc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.67%
Pension & Profit Sharing Plans18.98%
Corporations / Businesses5.79%
Pooled Investment Vehicles4.96%
Individuals4.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Abundance Wealth Counselors, LLC is an independent registered investment adviser that has been SEC-registered since 2001. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator. Its advisory work includes financial planning, discretionary portfolio management for individual and small-business clients, management of pooled investment vehicles, and pension consulting services. The firm also has business lines tied to insurance brokerage and a law practice. Fee arrangements combine assets-under-management pricing with fixed fees. Abundance does not present itself as an active ESG investor.