Vicus Capital, Inc. is a financial advisory firm based in State College, Pennsylvania. It currently has approximately $1,869,702,769 of assets under management and employs about 87 people. Vicus Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Financial Abundance, Inc. is a Registered Investment Advisory firm specializing in financial planning and investment services for individuals and families. Established in 2007 by Paul Nichols, the firm offers a holistic approach to financial planning, including income planning, tax planning, estate planning, risk management, retirement planning, and business development. Financial Abundance manages advisory accounts on a discretionary basis, making changes to portfolios based on client profiles and investment plans. The firm may utilize Sub-Advisors for certain clients, monitoring their performance and adherence to investment goals. Clients must maintain a minimum asset level of $100,000, subject to modification at the firm's discretion. Investment advice typically includes cash, ETFs, mutual funds, and US government securities. The firm's investment strategy is influenced by Modern Portfolio Theory, focusing on asset allocation and diversification to minimize portfolio volatility. Financial Abundance charges a tiered advisory fee based on assets under management, ranging from 0.70% to 1.25%. The firm acts as a fiduciary, putting clients' interests first, and does not accept performance-based fees. Clients are responsible for voting proxies and reviewing custodial statements. Financial Abundance does not have physical custody of client assets. The firm's advisors have no disciplinary history and hold relevant professional designations. They also engage in insurance-related activities, devoting approximately 10% of their time to these endeavors. Clients receive educational workshops and annual reviews to ensure their financial needs are met effectively.

InVested Advisors, operating as Kristen E. Coombs LLC, is a SEC Registered Investment Advisor founded in 2020 and based in State College, Pennsylvania. The firm offers financial planning, investment management, and consulting services to individuals, high net worth individuals, and businesses. Financial planning services include goal-based investment strategies aligned with individual financial goals, tax management strategies, and regular plan reviews. Investment management services involve personalized portfolio strategies based on client needs, managed on a discretionary basis using third-party managers or sub-advisers. The firm requires a minimum investment of $500,000, which may be waived at their discretion. Fees for financial planning services range from $250 to $500 per hour or a fixed fee of $1,000 to $5,000. Investment management fees are asset-based, typically ranging from 0.00% to 1.30%, varying with the amount of assets under management. InVested does not charge performance-based fees and provides services to individuals, high net worth individuals, and businesses. Clients receive regular account reviews and have the option to place restrictions on investment types. The firm discloses potential risks associated with investing, including political, market, currency, regulatory, and tax risks, among others. InVested does not have any disciplinary items to report and does not engage in proprietary trading. Clients are encouraged to vote on proxies related to their investments, and the firm does not accept authority to vote client securities.