Simon Mahonri Abegg
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm 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
14 years in the industry.
- Vanguard Advisers, Inc.Apr 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- Newedge AdvisorsJan 2025 to Jan 2026
- Wr Wealth PlanningJan 2025 to Jan 2026
- Self-employedOct 2024 to Jan 2026
- Wr Wealth Planners LLCOct 2022 to Jan 2025
- Self-employedMar 2022 to Oct 2022
- Self-employedAug 2021 to Feb 2022
- UnemployedMay 2021 to Jul 2021
- LPL Financial LLCJan 2020 to Apr 2021
- Mountain America Credit UnionJan 2020 to Apr 2021
- Orem Recreation CenterJan 2017 to Apr 2021
- StarbucksDec 2016 to Jan 2017
- Utah Valley UniversityAug 2012 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn 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
- 7210899
- Firm CRD
- 106715