Abundance Wealth Counselors, LLC

Abundance Wealth Counselors, LLC (CRD# 111740) is a financial advisory firm headquartered in State College, PA. They manage $454,676,555 in 968 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    968
    ACCOUNTS
  • Average Account Value
    $469,707
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, IL, MI, NJ, NY, PA, TX, VA

Financial Advisors at Abundance Wealth Counselors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel T. McCurdy
CRD#: 5528084
232 Regent Court, State College, PA 16801
90
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.

2
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.

3
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.

4
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.