Abundant Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abundant Advisors works with mass‑affluent, high‑net‑worth, and ultra‑high‑net‑worth individuals and families, providing discretionary investment management and ongoing comprehensive financial planning. The firm also offers tax preparation support and estate‑planning coordination as part of its client service tiers.
The adviser constructs client‑specific investment policies and implements strategies grounded in fundamental analysis and Modern Portfolio Theory, combining passive ETFs and active funds where appropriate. Portfolios are managed on a discretionary basis with attention to tax efficiency and regular reviews to align allocations with client goals and risk tolerances.
Compared with many peers, the brochure discloses the firm’s use of endorsements and client testimonials in advertising and an active program of seminars, webinars, online courses, and paid speaking engagements. It also highlights an institutional relationship with its custodial platform that provides technology, model‑marketplace tools, and other support services, and notes the availability of in‑house or third‑party tax‑preparation services; the firm’s materials also indicate it does not serve individual, non‑high‑net‑worth retail clients.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $2 million Minimum fee: Minimum annual fee for financial planning clients is $20,000 per year, billed at $5,000 per quarter
Main office
Huntersville NC
Advisors at this office
1
Most active in
North Carolina · Pennsylvania
Also doing business as
Abundant Advisors · Abundant Advisors, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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