Richard
Defluri
Abundance Wealth Counselors, LLC
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About this Advisor
Richard Defluri is a financial advisor operating in State College, Pennsylvania with 22 years of industry experience. Defluri currently works for Abundance Wealth Counselors, LLC. They have spent their complete employment at Abundance Wealth Counselors, Llc. Defluri can advise clients in Pennsylvania and Texas. Abundance Wealth Counselors, LLC is a registered investment business headquartered in State College, PA. It oversees $1 billion in assets among its 1,476 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,476 accounts, 36% are held by high-net-worth investors who have more than $1 million in assets. Abundance Wealth Counselors, LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Abundance Wealth Counselors, LLC likely include some combination of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Abundance Wealth Counselors, LLC Brokerage Details
$1,068,883,279
26
1,476
$724,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Richard Defluri Work History
Richard has been registered as a financial advisor for 22 years.*
Abundance Wealth Counselors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Defluri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abundance Wealth Counselors, LLC
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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