FINANCIAL ABUNDANCE, INC.

2134 Sandy Drive
Suite 1
State College, Pennsylvania 16803
Tel: 814-867-5745

About FINANCIAL ABUNDANCE, INC.

FINANCIAL ABUNDANCE, INC, formally registered with the SEC as FINANCIAL ABUNDANCE, INC. The firm was established in 04/08/2022. They have over 2 offices throughout the country.

FINANCIAL ABUNDANCE, INC. is a State College, Pennsylvania based Financial Planning firm with nearly $204,795,961 assets under management, offering retirement planning & investment advisory services to 1444 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143300
SEC#	801-123653
Assets Managed by Firm	$204,795,961
No. of Clients	1444
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Other (CO-ADVISOR)

Advisory Services Provided

Financial planning services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1444	$204,795,961
Individuals (other than high net worth individuals)	379	$110,460,653
High net worth individuals	59	$94,335,308

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