A complete list of active advisors currently associated with Abound Financial

Warmer can help you find a great advisor at Abound Financial or one who fits your needs even better.

Kerux, LLC (doing business as Abound Financial) provides discretionary and non-discretionary investment management, financial planning, consulting, and access to LPL-sponsored advisory programs for individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and foundations. As of December 31, 2025 the firm reported $428 million in assets under management across approximately 525 clients served by three advisors. The firm typically invests in equities, mutual funds, and exchange-traded funds, may hold meaningful cash balances as part of its tactical views, and can include alternative investments when appropriate; it also uses a multi‑bucket approach for retirement income planning and employs Nitrogen (formerly Riskalyze) to quantify client risk tolerance. Kerux manages accounts primarily via LPL’s Strategic Wealth platform and offers both wrap and non-wrap account options, exercising discretionary trading authority to align portfolios with client objectives. Kerux is distinctive among similarly sized supported firms for the scale of assets and client relationships it manages for a three-advisor team and for its explicit use of LPL-sponsored wrap program structures (including a wrap-fee option where Advisor may absorb transaction costs). The brochure also discloses paid lead-generation participation (a flat fee to SmartVestor), substantial marketing and practice-management support received through LPL, and the recent addition of facilitated estate-planning services via EncorEstatePlans, all of which shape its service and marketing infrastructure.

To learn more about the advisors currently working at Abound Financial, 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.