Sergio Abarca Fuente
Personal Financial Partners · Chevy Chase, Maryland
Sergio Abarca Fuente is a fee-only financial advisor at Personal Financial Partners in Chevy Chase, Maryland, who holds the CFP credential. Personal Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Personal Financial Partners |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.2M across 197 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, TX, VA · CRD 7032841 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | personalpfp.com |
How Sergio's firm compares
- Personal Financial Partners's average account is about $107,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Sergio
Is Sergio Abarca Fuente a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sergio holds no broker registration, and Personal Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sergio charge for financial advice?
Sergio's firm, Personal Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sergio Abarca Fuente based?
Sergio Abarca Fuente is based in Chevy Chase, Maryland.
What credentials does Sergio Abarca Fuente hold?
Sergio Abarca Fuente holds the CFP credential.
Is Sergio Abarca Fuente registered with the SEC?
Yes. Sergio Abarca Fuente is registered as an investment adviser representative in DC, MD, TX and VA (CRD 7032841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Personal Financial Partners manage?
Personal Financial Partners reports $21.2M across 197 accounts in assets under management.
How do I contact Sergio Abarca Fuente?
Through Sergio's website, personalpfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
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
- 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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