Lori Bodenhamer is a CFP-designated registered investment advisor at Abundo Wealth, based in San Francisco, CA, with 3 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Abundo Wealth provides investment recommendations as part of their financial planning service at no additional cost. They do not directly manage your investments, but they will help you set up your own investment account and provide guidance on investment funds.
Location
San Francisco, CA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Abundo Wealth
Previous Registrations
Abundo Wealth
State Registrations1 state
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.