Abound Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,805,625
Clients
68
7% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
Very HighAverage account size
$203,024
About
Abound Wealth Strategies provides investment advisory and financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and other business entities. The firm manages roughly $13.8 million for about 68 clients and offers discretionary and non‑discretionary portfolio management, financial planning, selection of third‑party money managers, and alternative investment advice (including REITs and private placements).
The firm customizes portfolios using a mix of fundamental and technical analysis (including charting and cyclical analysis) and employs tactical and integrated asset‑allocation approaches, ongoing monitoring, and rebalancing; it may also use income‑generating overlays and option strategies where appropriate. Custody and execution are typically handled through a recommended institutional custodian (the firm participates in a Schwab institutional program), and the firm can manage “held‑away” employer retirement accounts via a third‑party connectivity platform (Pontera) to review and rebalance outside accounts.
A notable operational feature is that advisory personnel also act as registered representatives of a broker‑dealer and as licensed insurance agents, meaning securities transactions and insurance product sales may be implemented in separate, commission‑based capacities that are disclosed to clients. The firm also provides pension consulting to plan sponsors and conducts participant education and public seminars — services that the firm highlights in its Form ADV and that are less commonly offered among peers, with related outside‑business activities and potential conflicts disclosed.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Retirement income strategy
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Equity compensation tax strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning and consulting fixed fees range from $720 to $25,000; pension consulting fees may be a fixed annual fee, subject to negotiation
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $3,000,000: 1.0% $3,000,001+: 0.5%
Certain advisory persons receive commissions as registered representatives of a broker-dealer for securities and insurance products, separate from advisory fees
Financial planning and consulting hourly fees range from $150 to $300 per hour
Fee-only: Financial planning and consulting fees range from $720 to $25,000 (fixed fee) or $150 to $300 per hour
Main office location
Abound Wealth Strategies
9101 Wesleyan Rd, Ste 420
Indianapolis IN 46268, United States
Number of offices
1
Most active in
Abound Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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