Jeremy Zuke
Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time.
Abundo Wealth · New York, New York
Jeremy Zuke is a fee-only financial advisor at Abundo Wealth in New York, New York. Jeremy charges a subscription (ongoing planning from $2,388 a year and no asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Early-career professionals
About
Jeremy Zuke is a planner at Abundo Wealth who helps working professionals keep more of their money and reach financial independence sooner. Financial planning is his second career, pursued out of passion after 15 years in marketing.
Personal finance was Jeremy's main interest outside work, and after reaching financial independence he set out to make it his profession. He sees Abundo doing for financial planning what the index fund did for investing costs, and he joined to offer quality, affordable advice to people who have paid high fees in the past and to those working with a planner for the first time.
Jeremy is a candidate for CFP® certification, holds the Series 65 license and earned a BSBA in marketing and international business. He is also a two-time Effie Award winner.
Facts
| Firm | Abundo Wealth |
|---|---|
| Based in | New York, New York |
| Fee model | Subscription |
| Fees (firm's website) | Ongoing planning from $2,388 a year · No asset minimum |
| Fees (Advice-Only Network profile) | Subscription $199 a month |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NY · CRD 7803609 |
| Exams passed | Series 65 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | abundowealth.com |
How Jeremy's firm compares
- Ongoing planning starts at $2,388 a year, below the New York median of $3,600 for fee-only firms that publish prices.
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Zuke a fee-only financial advisor?
Yes. Jeremy Zuke is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeremy's firm.
How does Jeremy charge for financial advice?
Jeremy charges a subscription.
How much does Jeremy charge?
According to Abundo Wealth's website, checked October 28, 2026: ongoing planning from $2,388 a year; no asset minimum.
Does Jeremy work with clients virtually?
Yes. Abundo Wealth says on its website that it works with clients remotely.
Where is Jeremy Zuke based?
Jeremy Zuke is based in New York, New York.
What does Jeremy specialize in?
Jeremy's specialties include retirement planning. Jeremy works with early-career professionals.
Is Jeremy Zuke registered with the SEC?
Yes. Jeremy Zuke is registered as an investment adviser representative in NY (CRD 7803609), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Jeremy Zuke?
Through Jeremy's website, abundowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
Other advisors in New York who focus on retirement planning
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- Abundo Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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