# Dennis Wassung

> Dennis Wassung is a fee-only financial advisor at Abbot Financial Management in Andover, Massachusetts, who holds the CFA credential. Abbot Financial Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/dennis-wassung/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Abbot Financial Management
- **Based in:** Andover, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $358.9M across 534 accounts
- **Credentials:** CFA
- **CRD:** 4127189 (https://adviserinfo.sec.gov/individual/summary/4127189)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.abbotfm.com

## Frequently asked questions

### Is Dennis Wassung a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Abbot Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dennis charge for financial advice?

Dennis's firm, Abbot Financial Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Dennis Wassung based?

Dennis Wassung is based in Andover, Massachusetts.

### What credentials does Dennis Wassung hold?

Dennis Wassung holds the CFA credential.

### Is Dennis Wassung registered with the SEC?

Yes. Dennis Wassung is registered as an investment adviser representative in MA and TX (CRD 4127189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Abbot Financial Management manage?

Abbot Financial Management reports $358.9M across 534 accounts in assets under management.

### How do I contact Dennis Wassung?

Through Dennis's website, www.abbotfm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4127189): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.abbotfm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.