Abundo Wealth
Minimize Fees. Maximize Life.
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Abundo Wealth
Abundo Wealth
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Firm
Houston, TX
Serving Clients Nationwide
Minimize Fees. Maximize Life.
Locations
Abundo Wealth
Lori Bodenhamer
Eric Simonson, CFP®, CRPC®, CLTC®
Andrew Dressel, CFP®, CRPC®, APMA®
Chris Mamula
Olivia Lima, PhD
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
About Us
We do things differently here at Abundo.We’re on a mission to bring high-quality, conflict-free, comprehensive financial planning to everyone.
Anything concerning your ability to save, grow, spend, and earn money matters to us. We love to teach, empower, and inspire you to take action and have ownership in your financial life. Everyone deserves transparent pricing, low-cost investing, and access to the best financial planning technology available. We all need help with financial decisions at some point in our lives and Abundo wants to help...everyone.
Plus, we are gigantic travel nerds and pass along world-class travel advice to help you save money on all things travel-related including the best way to use your credit card points and optimize airline miles.
We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!
We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is robust travel advice where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.
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View DisclosureWho We Serve
- Blended Family
- Business Owners
- College Graduates
- Couples
- Dual Income Family
- Educators
- Expats
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- LGBTQ
- Living in Retirement
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Remote Workers
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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Olivia Lima, PhD
Abundo Wealth
Flat Fee Financial Planning For All Of Life's Adventures
Sioux Falls, SD
Nationwide
Chris Mamula
Abundo Wealth
Flat Fee Financial Planning For All Of Life's Adventures
Ogden, UT
Nationwide
Lori Bodenhamer
Abundo Wealth
Advice-Only Financial Planning For Everyone
San Francisco, CA
Nationwide
Andrew Dressel, CFP®, CRPC®, APMA®
Abundo Wealth
Flat Fee Financial Planning For All Of Life's Adventures
Saint Paul, MN
Nationwide
Eric Simonson, CFP®, CRPC®, CLTC®
Abundo Wealth
Flat Fee Financial Planning For All Of Life's Adventures
Minneapolis, MN
Nationwide
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