Abundant Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm manages about $244 million for roughly 187 clients and operates with a small advisory team.
The firm applies Modern Portfolio Theory and a long-term trading approach, documenting client objectives and risk tolerance in individualized Investment Policy Statements and conducting regular portfolio monitoring. Portfolio management clients receive a comprehensive financial plan at no additional cost, and financial planning is also available as a standalone service.
Noteworthy features include a bi‑weekly newsletter, “Advisor Stream,” that is included with client services, a practice that is uncommon among peers. Several supervised persons are also licensed insurance agents and registered representatives and may receive commissions for insurance product sales (a disclosed conflict); the firm also requires use of SEI Private Trust Company as custodian and does not aggregate trades across client accounts, which can affect execution and pricing.
Client services
Expertise
Fee options
Fixed financial planning fees between $750 and $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $8,000,000: 0.60% $8,000,001+: 0.50%
Commissions received from sale of insurance products by certain supervised persons; not primary source of compensation
Hourly financial planning fees between $250 and $350
Bi-weekly newsletter included in other services at no additional cost
Fee-only: Fixed fees between $750 and $5,000; Hourly fees between $250 and $350 per hour
Main office
See office700 Canal Street, Serendipity Labs
Stamford CT 06902
Advisors at this office
2
Offices (2)
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · Texas
Also doing business as
Abundant Wealth Management LLC · Abundant Wealth Management, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, 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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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.
Quick links
Advisors at this firm
Francis B
CFP®, ChFC®, Series 63
Stamford, CT
Abundant Wealth Management LLC
Francis Brown is a CFP® and ChFC® with 32 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. Prior to this, he held roles at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of his advisory work, he serves as President and Founding Partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes Modern Portfolio Theory and long-term investing, offering comprehensive financial plans and a bi-weekly newsletter, “Advisor Stream,” as part of its client services.
Adam J
CFP®, ChFC®, Series 66
Marshfield, MA
Abundant Wealth Management LLC
Adam Jewett is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Abundant Wealth Management LLC and has held roles at The Leaders Group, Inc. since 2010 and The Smith Companies/Capitas Financial since 2009, where he serves as Sales Vice President supporting insurance recommendations for financial advisors. Abundant Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm’s investment approach follows modern portfolio theory with long-term trading and discretionary management tailored to clients’ goals and risk tolerance.
Brendan A
Series 65
Stamford, CT
Abundant Wealth Management LLC
Brendan Azoff is a financial advisor at Abundant Wealth Management LLC in Stamford, CT, holding a Series 65 designation with two years of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and has a background including roles in healthcare staffing. Outside of advisory work, he is also an independent insurance agent, licensed to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $244 million for around 187 clients and employs a long-term investment approach based on Modern Portfolio Theory, offering comprehensive financial plans along with a bi-weekly client newsletter.
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