Rita Abel
Investment adviser representative at Abel Financial Management Co.
35 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$116.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Abel Financial Management, Co.Jan 1994 to now
- Rita Abel, CpaMay 1991 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MD).
Abel Financial Management Co.
$116.8MAssets managed
84Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2436101
- Firm CRD
- 121558