user avatar

Abigail Caldwell

Advisor at Strata Wealth Advisors, LLC

Updated today
Strata Wealth Advisors, LLC logo

Firm

Strata Wealth Advisors, LLC

Location

Krum, TX

Credentials

CFP®

Industry experience

5 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning flat fees up to $150,000 annually; initial financial planning flat fee may be charged in addition to advisory fees.

Percentage

0.30% to 1.25% depending on Assets Under Management (tiered schedule; full tier breakdown not provided)

Other

Account minimum: No stated minimum to become a client; however, clients who opt into electronic delivery of statements or maintain at least $1 million in assets at Fidelity will not be charged transaction fees for U.S. listed equities and ETFs. Minimum fee: Minimum annual advisory fee of $15,000 for Enhanced Financial Planning Services model and $3,000 for Essential Wealth Management Services model. Fee-only: Financial planning and consulting flat fees up to $150,000 annually; ongoing flat fees may apply based on client circumstances.

Work history

Strata Wealth Advisors, LLC

2020 - Present (6 years)

Carter Financial Management

2018 - 2020 (2 years)

Texas A&M University

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chris S

Series 63, Series 66

Justin, TX

Fidelity

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to assist clients in working toward their wealth planning goals by creating tailored comprehensive plans that consider both current and future generations. Chris has been with Fidelity Investments since 2000, progressing through roles including Client Service Specialist from 2000 to 2007, Relationship Manager from 2007 to 2016, and Wealth Management Planning Consultant from 2016 to the present.

Wealth management

Donovan B

Series 66

Corinth, TX

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Cash flow / budgeting Educators, Teachers, and Academics Newlywed/Engaged Young Families

Peter T

Series 66

Argyle, TX

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged

Sarah C

Series 63, Series 66

Lakewood Village, TX

Fidelity

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Stock option exercise strategy

Amanda D

Series 63, Series 66

Northlake, TX

Fidelity

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Wealth management Parents

Megan L

Series 66

Northlake, TX

Fidelity

Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

General retirement planning Income planning Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")