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Eric Simonson, CFP®, CRPC®, CLTC®

Flat Fee Financial Planning For All Of Life's Adventures

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Abundo Wealth Eric Simonson, CFP®, CRPC®, CLTC® Minneapolis, Minnesota

Flat Fee Financial Planning For All Of Life's Adventures

Areas of Focus

  • Budgeting
  • Buying a House
  • Credit Cards
  • Cryptocurrency
  • Financial Life Planning

About Me

Hi! My name is Eric Simonson. I'm a CERTIFIED FINANCIAL PLANNER™ with over a decade of industry experience.

After spending most of my career as a financial advisor in corporate America, I left because I saw a need to help a greater number of people that didn't have access or the desire to work with a traditional advisor.

I wanted to help clients through a different model, one where I only got paid for advice and in turn helped clients use proven low-cost investments and provided guidance on all areas of their financial life.

So l decided to create a new system called Flat Fee Financial Planning that's designed to eliminate all conflicts of interest without overcharging for professional advice.

By decoupling advice and income, our clients feel like they have a true friend in the industry that doesn't keep secrets.

Instead of further complicating your life, our financial planners put YOU in the driver's seat, and we are here as knowledgeable friends guiding you on where to turn.

Since we launched in 2019, our business has exploded. We've had a flood of new clients, we've had to expand our team, and we're getting recognized in dozens of news stories all because we're finally giving people what they really want: A financial advisor that puts you first.

Professional Designations

  • Certification in Long-Term Care (CLTC)
  • Certified Financial Planner (CFP)
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

Minneapolis, MN 55413, USA

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

We offer a FREE, one-hour consultation with Abundo to talk about you, your financial life, and your goals. We do this first so we can help you a) set clear goals to help you feel confident and motivated to achieve the life of your dreams, b) organize your finances to take the stress out of not knowing what you have, where it is, or what it's worth, making financial planning a lot more fun, and c) create an action plan so you have clear steps to get from where you are right now to where you want to go. Our team of Financial Guides have absolutely zero conflicts of interest, we don't charge you outrageous fees, and we help add clarity to your financial picture. ​And yes, if we're a good fit and you see the value of our advice and how much money we will save you over your lifetime, we would love to work together.

Offers Investment Management

Yes

About our Firm

We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.'​ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market are what every client deserves.

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.

Education

University of Minnesota, B.A. English, Finance

Awards and Honors

  • FIVE STAR Wealth Manager, Best in Client Satisfaction

Badges

Languages

  • English

Hobbies and Interests

  • Eating Out
  • Gardening
  • Hiking
  • Music
  • Traveling
  • Yoga

Who We Serve

  • Blended Family
  • Couples
  • Dual Income Family
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Young Families