# Abundance Wealth Counselors, LLC

> 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.

- CRD: 111740
- Filed as: ABUNDANCE WEALTH COUNSELORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: State College, PA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111740
- AdvisorCensus page: https://advisorcensus.com/firm/abundance-wealth-counselors-llc-state-college-pa-111740

## Quick answers

**How is Abundance Wealth Counselors, LLC compensated?**
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).

**How much does Abundance Wealth Counselors, LLC charge?**
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.

**Where is Abundance Wealth Counselors, LLC located?**
Abundance Wealth Counselors, LLC's principal office is in State College, PA, according to its Form ADV.

**Is Abundance Wealth Counselors, LLC registered with the SEC or a state?**
Abundance Wealth Counselors, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111740.

**How much does Abundance Wealth Counselors, LLC manage?**
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).

**How have Abundance Wealth Counselors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Abundance Wealth Counselors, LLC serve?**
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).

**Which custodians does Abundance Wealth Counselors, LLC use?**
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.

**Does Abundance Wealth Counselors, LLC report any disciplinary disclosures?**
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

**Does Abundance Wealth Counselors, LLC state an account minimum?**
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."

**What changed in Abundance Wealth Counselors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $50 a year (Cash/Checking/Money Market Assets)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,564,033,885
- Discretionary: $1,564,033,885
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 230 | $71,900,523 |
| High net worth individuals | 209 | $1,027,073,311 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $77,631,570 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 57 | $296,838,689 |
| Corporations or other businesses not listed above | 13 | $90,589,792 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2001 (25 years)
- Employees: 30 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, GA, MD, MI, NJ, NY, OH, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [abundancellc.com](https://abundancellc.com)
- LinkedIn @ABUNDANCE-WEALTH-COUNSELORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $936,069,966 | 20 | August 30, 2021 |
| October 2022 | $1,109,254,723 | 18 | March 14, 2022 |
| October 2023 | $1,068,883,279 | 26 | July 17, 2023 |
| October 2024 | $1,185,413,613 | 26 | April 19, 2024 |
| October 2025 | $1,299,669,773 | 26 | June 27, 2025 |
| October 2026 | $1,564,033,885 | 30 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

### January 2026
- No longer registered or notice-filed in OH, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abundance Wealth Counselors, LLC (CRD 111740): Form ADV filing data as of October 2026.