Leonard Marte is a CFP-designated registered investment advisor at Abundant Advisors, LLC, based in Huntersville, NC, with 8 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 16 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fees are negotiable.
Fee Estimator
Location
Huntersville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Leonard works part-time as a financial coach for SmartPath, Inc., providing coaching on budgeting, debt management, and financial organization, taking about 10-20% of his time. He does not provide investment advice through SmartPath, as all investment advisory services are provided through Abundant Advisors.
Employment History
Current Registrations
Abundant Advisors, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.