{
  "crd_number": 111740,
  "slug": "abundance-wealth-counselors-llc-state-college-pa-111740",
  "primary_business_name": "ABUNDANCE WEALTH COUNSELORS, LLC",
  "legal_name": "ABUNDANCE WEALTH COUNSELORS, LLC",
  "dbas": [],
  "city": "State College",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "44300",
  "metro": {
    "cbsa_code": "44300",
    "common_name": "State College",
    "msa_name": "State College, PA",
    "path": "/advisors/pa/state-college"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-06-25",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 1564033885.0,
  "raum_discretionary": 1564033885.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 71900523.0,
      "count": 230
    },
    "pension_profit_sharing": {
      "raum": 296838689.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 1027073311.0,
      "count": 209
    },
    "pooled_investment_vehicles": {
      "raum": 77631570.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 90589792.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "MD",
    "MI",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://abundancellc.com",
    "https://linkedin.com/COMPANY/ABUNDANCE-WEALTH-COUNSELORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111740",
  "city_as_filed": "STATE COLLEGE",
  "url": "https://advisorcensus.com/firm/abundance-wealth-counselors-llc-state-college-pa-111740",
  "display_name": "Abundance Wealth Counselors, LLC",
  "summary": "Abundance Wealth Counselors, LLC is an SEC-registered investment advisory firm in State College, PA, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Abundance Wealth Counselors, LLC (CRD 111740): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Abundance Wealth Counselors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abundance Wealth Counselors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Abundance Wealth Counselors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it); Flat fee: $50 a year (Cash/Checking/Money Market Assets). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Abundance Wealth Counselors, LLC located?",
      "a": "Abundance Wealth Counselors, LLC's principal office is in State College, PA, according to its Form ADV."
    },
    {
      "q": "Is Abundance Wealth Counselors, LLC registered with the SEC or a state?",
      "a": "Abundance Wealth Counselors, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111740."
    },
    {
      "q": "How much does Abundance Wealth Counselors, LLC manage?",
      "a": "Abundance Wealth Counselors, LLC reports $1,564,033,885 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Abundance Wealth Counselors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Abundance Wealth Counselors, LLC: Regulatory assets under management: $936,069,966 in the October 2021 data and $1,564,033,885 in the October 2026 data, up 67%. Total employees: 20 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Abundance Wealth Counselors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230); high net worth individuals (209); pension and profit sharing plans (but not the plan participants or government pension plans) (57)."
    },
    {
      "q": "Which custodians does Abundance Wealth Counselors, LLC use?",
      "a": "Abundance Wealth Counselors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Abundance Wealth Counselors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111740"
    },
    {
      "q": "Does Abundance Wealth Counselors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 23, 2026 says: \"Abundance requires a minimum client balance of $1 Million in assets under management. This requirement may be waived upon review of the client’s circumstances and relationship to Abundance or its clients.\""
    },
    {
      "q": "What changed in Abundance Wealth Counselors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $1,299,669,773 to $1,564,033,885 (+20%). Registered or notice-filed in CO, CT, OH, TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 936069966.0,
      "total_employees": 20,
      "filing_date": "2021-08-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1109254723.0,
      "total_employees": 18,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1068883279.0,
      "total_employees": 26,
      "filing_date": "2023-07-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1185413613.0,
      "total_employees": 26,
      "filing_date": "2024-04-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1299669773.0,
      "total_employees": 26,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1564033885.0,
      "total_employees": 30,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $1,299,669,773 to $1,564,033,885 (+20%).",
        "Registered or notice-filed in CO, CT, OH, TN."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in OH, TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $50 a year (Cash/Checking/Money Market Assets)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees for the management of retirement plans range from .20% to 1.00% of plan assets depending on the services requested and the size of the plan."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Abundance requires a minimum client balance of $1 Million in assets under management. This requirement may be waived upon review of the client’s circumstances and relationship to Abundance or its clients."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $50 a year (Cash/Checking/Money Market Assets)"
        ],
        "quotes": [
          "Abundance also charges a fixed dollar amount per year for administrative services associated with client portfolios as follows: Cash/Checking/Money Market Assets        $50 annual fee, billed monthly in advance"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 50.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Cash/Checking/Money Market Assets"
        }
      ]
    },
    "quotes": [
      "Fees for the management of retirement plans range from .20% to 1.00% of plan assets depending on the services requested and the size of the plan.",
      "Abundance requires a minimum client balance of $1 Million in assets under management. This requirement may be waived upon review of the client’s circumstances and relationship to Abundance or its clients.",
      "Abundance also charges a fixed dollar amount per year for administrative services associated with client portfolios as follows: Cash/Checking/Money Market Assets        $50 annual fee, billed monthly in advance"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/abundance-wealth-counselors-llc-state-college-pa-111740.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 230,
      "fewer_than_5": false,
      "raum": 71900523.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 209,
      "fewer_than_5": false,
      "raum": 1027073311.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 77631570.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 296838689.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 90589792.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111740",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}