Dennis Wassung
Abbot Financial Management · Andover, Massachusetts
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.
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Facts
| Firm | Abbot Financial Management |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $358.9M across 534 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 4127189 |
| Exams passed | Series 63 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.abbotfm.com |
| Profile |
How Dennis's firm compares
- Abbot Financial Management's average account is about $672,000, from its Form ADV (assets managed divided by 534 accounts).
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Questions about Dennis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Abbot Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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