Abundance Wealth Counselors, LLC
State College, PA·SEC-registered · CRD #111740
Abundance Wealth Counselors, LLC is an SEC-registered investment advisory firm in State College, PA managing $1.6B across 1.7k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
1.7k
Advisory staff
12
Fee model
Fee-based
How Abundance Wealth Counselors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Abundance Wealth Counselors, LLC
How much does Abundance Wealth Counselors, LLC manage?
Per its most recent SEC Form ADV filing (02/23/2026), Abundance Wealth Counselors, LLC reports $1.6B in regulatory assets under management across roughly 1.7k client accounts.
How does Abundance Wealth Counselors, LLC charge?
Abundance Wealth Counselors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Abundance Wealth Counselors, LLC a fiduciary?
Yes. Abundance Wealth Counselors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #111740), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Abundance Wealth Counselors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Abundance Wealth Counselors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in State College, PA
Profile compiled from Abundance Wealth Counselors, LLC's public SEC Form ADV filing (CRD #111740, filed 02/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Abundance Wealth Counselors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Abundance Wealth Counselors, LLC? Claim this profile.