Sharese Abbadessa
Horizon Family Wealth · Chicago, Illinois
Sharese Abbadessa is a fee-only financial advisor at Horizon Family Wealth in Chicago, Illinois. Sharese focuses on physicians & residents, small business owners and family wealth transfer. Horizon Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Multi-generational families
Facts
| Firm | Horizon Family Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.8M across 418 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5166772 |
| Exams passed | Series 63 (2008) · Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.horizonfamilywealth.com |
| Profile |
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Questions about Sharese
Is Sharese Abbadessa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sharese holds no broker registration, and Horizon Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sharese charge for financial advice?
Sharese's firm, Horizon Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sharese Abbadessa based?
Sharese Abbadessa is based in Chicago, Illinois.
What does Sharese specialize in?
Sharese's specialties include physicians & residents, small business owners and family wealth transfer. Sharese works with founders, physicians and multi-generational families.
Is Sharese Abbadessa registered with the SEC?
Yes. Sharese Abbadessa is registered as an investment adviser representative in IL (CRD 5166772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horizon Family Wealth manage?
Horizon Family Wealth reports $278.8M across 418 accounts in assets under management.
How do I contact Sharese Abbadessa?
Through Sharese's website, www.horizonfamilywealth.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
- Horizon Family Wealth 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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