Abundance Wealth Counselors, LLC

Abundance Wealth Counselors, LLC (CRD# 111740) is a financial advisory firm headquartered in State College, PA. They manage $468,779,045 in 996 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    996
    ACCOUNTS
  • Average Account Value
    $470,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, MI, NY, PA, TX, VA

Financial Advisors at Abundance Wealth Counselors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Geoffrey P. Caber
CRD#: 2294747
232 Regent Court, State College, PA 16801
93
Wealthminder
score

Geoffrey Caber (CRD# 2294747) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 24 years of experience in the finance industry.

2
Daniel T. McCurdy
CRD#: 5528084
232 Regent Court, State College, PA 16801
93
Wealthminder
score

Daniel McCurdy (CRD# 5528084) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 5 years of experience in the finance industry.

3
Richard F. Defluri
CRD#: 851214
232 Regent Court, State College, PA 16801
87
Wealthminder
score

Richard Defluri (CRD# 851214) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

4
Jamie L. Felker
CRD#: 5769657
232 Regent Court, State College, PA 16801
87
Wealthminder
score

Jamie Felker (CRD# 5769657) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

5
Thomas J. Santone
CRD#: 2763959
232 Regent Court, State College, PA 16801
87
Wealthminder
score

Thomas Santone (CRD# 2763959) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

6
John J. Schaffer
CRD#: 6291332
232 Regent Court, State College, PA 16801
87
Wealthminder
score

John Schaffer (CRD# 6291332) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

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