ABRI LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ABRI LLC serves primarily individual and high‑net‑worth households, offering ongoing wealth management, discretionary investment management, one‑time financial planning projects, retirement plan consulting, and a range of specialty services. The firm’s brochure also describes hourly financial consulting and flat‑fee engagement options for clients whose needs require additional planning depth or complexity.
For investment management ABRI applies individualized asset allocation, strategic asset allocation and modern portfolio theory, using proprietary model portfolios and discretionary trading authority to implement and rebalance portfolios as needed. Financial planning is integrated into ongoing engagements or delivered as a standalone project, and the firm documents goals and restrictions before investing; for households meeting certain thresholds it may coordinate tax return preparation through a CPA retained by the firm.
Noteworthy disclosures in the brochure include an affiliation with a licensed insurance agency, Paperclip, LLC, and a statement that representatives may receive commissions for insurance product sales — a conflict of interest the firm identifies and says it seeks to mitigate. The brochure also describes a range of non‑investment specialty services (tax preparation, bookkeeping, divorce financial analysis and litigation support) and explains that, for retirement plan consulting, the firm may act as a solicitor for third‑party advisers and share up to 50% of a referred adviser’s management fee.
Client services
Expertise
Fee options
Monthly flat fees ranging from $1,000 to $10,000 for ongoing wealth management or investment management; One-time financial planning fixed fees ranging from $3,000 to $35,000 depending on complexity; Specialty services flat fees with minimum setup fee of $500.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,000+: 0.80%
Commissions may be received on insurance products recommended and implemented through firm's representatives.
$500 per hour for financial consulting hourly engagements.
Main office
333 E Short St., #210
Lexington KY 40507
Advisors at this office
7
Most active in
California · Illinois · Indiana · Kentucky · Michigan · Ohio · Tennessee · Texas · Washington · Wisconsin
Also doing business as
Abri Fi, LLC · Abri LLC · Abri Wealth Management · Abri, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Michael E
Series 63, Series 65
Lexington, KY
ABRI LLC
Michael Elder is a financial advisor with ABRI LLC in Lexington, KY, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining ABRI LLC in 2025, he worked at First Southern National Bank for five years and JPMorgan Chase Bank, N.A. for one year. He is also licensed as a life and health insurance agent in Richmond, KY. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes individualized asset allocation and proprietary model portfolios, integrating financial planning and coordinating tax services for qualifying clients.
Nickolas P
Series 65
Lexington, KY
ABRI LLC
Nickolas Pidgorodetskiy is a financial advisor with ABRI LLC in Lexington, KY, holding a Series 65 designation and two years of industry experience. Prior to joining ABRI LLC, he attended Asbury University and has worked as an insurance agent. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses individualized and strategic asset allocation combined with proprietary model portfolios and discretionary trading authority to manage client portfolios.
Thomas H
Series 65
Lexington, KY
ABRI LLC
Thomas Haggard is a financial advisor with ABRI LLC in Lexington, KY. He holds a Series 65 designation and has experience working at firms including Spectrum Financial Alliance and Tailor Made Compounding. He is also licensed as a life and health insurance agent. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and specialty services. The firm uses individualized and strategic asset allocation methods, proprietary model portfolios, and integrates financial planning into ongoing client engagements.
Victoria W
CFP®, Series 66
Lexington, KY
ABRI LLC
Victoria Watson is a CFP® with seven years of industry experience, currently serving at ABRI LLC since 2025. She previously worked at Edward Jones from 2019 to 2025 and has experience as a self-employed advisor. Outside of financial advising, she is involved in investment-related insurance sales on a part-time basis. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, retirement plan consulting, and specialized financial planning services. The firm employs individualized and strategic asset allocation, using proprietary model portfolios and integrates financial planning into ongoing client engagements.
Morgan M
CFP®, Series 66
Lexington, KY
ABRI LLC
Morgan Murray is a CFP® with five years of industry experience, currently serving at ABRI LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has experience with nonprofit and educational organizations including Heart of Kentucky United Way and Campbellsville University. Murray holds a license to sell life and health insurance in Kentucky and Florida. ABRI LLC serves individual and high-net-worth households, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of individualized and strategic asset allocation approaches supported by proprietary model portfolios and discretionary trading authority.
Logan J
CFP®, Series 65
Lexington, KY
ABRI LLC
Logan Johnson is a CFP® and Series 65-registered advisor with ABRI LLC, based in Lexington, KY, with three years of industry experience. He previously worked at MiddleGround Capital and Toyota Motor Manufacturing Kentucky. Outside of advising, he is involved in accounting and finance operations for a roofing company. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs strategic asset allocation and proprietary model portfolios with a focus on integrating financial planning and providing a range of specialty services.
Zackary W
CFP®, Series 63, Series 65
Lexington, KY
ABRI LLC
Zackary Wallace is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at ABRI LLC since 2021. Prior to joining ABRI, he worked at Northwestern Mutual in various capacities from 2015 to 2021. Outside of financial advising, he holds an executive leadership role in a Lexington-based roofing company. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses individualized and strategic asset allocation approaches with proprietary model portfolios and integrates financial planning into client engagements.
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