A complete list of active advisors currently associated with Kerux, LLC

Warmer can help you find a great advisor at Kerux, LLC or one who fits your needs even better.

Abound Financial (Kerux, LLC) provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth families, trusts, retirement plans, and other institutional clients. The firm also offers advisory services through LPL Financial’s Strategic Wealth Management platform, provides wrap‑fee account options, and facilitates estate‑planning document preparation through a third‑party technology provider. Portfolios are built primarily with equities, mutual funds, and ETFs, while cash allocations can be higher depending on market outlook; the firm may recommend alternative investments when appropriate. Abound uses third‑party tools such as Riskalyze to quantify client risk tolerance, follows a bucket strategy for retirement income planning, and conducts regular reviews and rebalancing under discretionary authority. Abound manages $428 million across a three‑advisor team and serves about 525 clients, resulting in a relatively high assets‑and‑client load per advisor compared with many peers. The firm’s close integration with LPL — including use of LPL’s SWM program and wrap accounts, dually registered personnel with access to LPL technology and transition assistance, and the use of a paid online lead‑matching service — is a notable feature of its operating model.

To learn more about the advisors currently working at Kerux, LLC, 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.