Sarah Dickenson is a registered investment advisor at Abundo Wealth, based in Pawtucket, RI. Sarah 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
Pawtucket, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abundo Wealth
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.