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FINANCIAL ABUNDANCE, INC.

STATE COLLEGE, PA · CRD 143300 · IAPD ↗ · faicoach.com · 814-867-5745

$232.9MRegulatory AUM
3Advisory reps
4Employees
5Clients
11-25Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — FINANCIAL ABUNDANCE, INC. (STATE COLLEGE, PA) left the SEC roster (was $232.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2024 — FINANCIAL ABUNDANCE, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — FINANCIAL ABUNDANCE, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.