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Abigail Cheng Gunderson

Tanglewood Total Wealth Management, Inc.

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About Abigail Cheng Gunderson

Abigail Cheng Gunderson is a financial advisor with Tanglewood Total Wealth Management, Inc. located in Houston, Texas. Abigail has over 15 years of experience in the financial services industry, with previous roles at FSC Securities Corporation and AXA Advisors, LLC. She is a Certified Financial Planner™ and holds Series 7 and Series 66 licenses. Abigail specializes in providing financial planning, portfolio management for individuals and businesses. She is registered as an Investment Advisor Representative in Texas.

Firm Information

Abigail Gunderson is currently registered with Tanglewood Total Wealth Management, Inc.. Tanglewood Total Wealth Management, Inc. is a Houston, TX-based registered investment advisor with $1,305,375,189 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Tanglewood Total Wealth Management, Inc.

1400 POST OAK BLVD

HOUSTON, TX 77056

$1.31B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abigail Gunderson’s Registration & Firm History

TX

01/13/2014 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

TX

04/18/2007 - 10/12/2011

FSC SECURITIES CORPORATION (HOUSTON TX)

NY

05/19/2003 - 10/08/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Cheng Gunderson.
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