A complete list of active advisors currently associated with ABC Wealth Inc

Warmer can help you find a great advisor at ABC Wealth Inc or one who fits your needs even better.

ABC Wealth Inc is an independent investment adviser that primarily serves individual clients and provides discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and also offers management of variable annuity and variable life contracts as well as guidance on non‑traded REITs. The firm tailors investment strategies to each client’s stated goals, time horizon, and risk tolerance, and commonly implements portfolios through sub‑advisors and third‑party money managers under discretionary authority. Financial planning is provided at no additional cost to advisory clients, and the firm conducts at least annual reviews of variable contracts and meets with clients holding non‑traded REITs to discuss distributions and reinvestment versus income use. ABC Wealth is atypical among solo independent advisers in sponsoring a wrap fee program, maintaining an affiliated insurance practice (the managing member is a licensed insurance agent who spends about 10% of their time on those activities and may receive commissions), and offering public educational seminars and workshops at no charge. As a single‑advisor firm with roughly $27 million in assets under management and about 125 clients, it places the majority of assets with third‑party managers and discloses referral and sub‑advisor relationships used to implement client portfolios.

To learn more about the advisors currently working at ABC Wealth Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.