Mike Cattapan
Affordable, objective advice-only planning for individuals and families at any stage of life or level of wealth.
Abundo Wealth · Chicago, Illinois
Mike Cattapan is a fee-only financial advisor at Abundo Wealth in Chicago, Illinois. Mike charges a subscription (subscription $199 a month) and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
- Tech employees
About
Mike Cattapan is a financial planner at Abundo Wealth, where he gives individuals and families comprehensive, objective advice that helps their finances reflect their personal goals and values. He works with clients at every stage of life and every level of wealth.
Mike came to financial planning after 25 years in technology leadership, wanting to have a more direct, positive effect on people's lives. A lifelong interest in personal finance drives his work, and he focuses on connecting complex financial concepts to his clients' real-world goals.
He aims to offer quality, affordable and objective advice, and he sees the advice-only model as a growing movement that people at all levels of wealth need.
Facts
| Firm | Abundo Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Subscription |
| Fees (Advice-Only Network profile) | Subscription $199 a month |
| Works virtually | Yes |
| Accepting new clients | Not currently |
| SEC registration | Investment adviser representative in IL · CRD 8308405 |
| Exams passed | Series 65 (2024) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.abundowealth.com |
How Mike's firm compares
- Ongoing planning starts at $2,388 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
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Questions about Mike
Is Mike Cattapan a fee-only financial advisor?
Yes. Mike Cattapan is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Mike's firm.
How does Mike charge for financial advice?
Mike charges a subscription.
Does Mike work with clients virtually?
Yes. Mike's Advice-Only Network profile says they meet with clients virtually.
Where is Mike Cattapan based?
Mike Cattapan is based in Chicago, Illinois.
What does Mike specialize in?
Mike's specialties include retirement planning, tax planning, equity compensation, estate & legacy planning and student loans. Mike works with pre-retirees, early-career professionals and tech employees.
Is Mike Cattapan registered with the SEC?
Yes. Mike Cattapan is registered as an investment adviser representative in IL (CRD 8308405), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Mike Cattapan?
Through Mike's website, www.abundowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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