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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, MN

Serving Clients Nationwide

Flat Fee Financial Planning For All Of Life's Adventures

Rated 5.0 out of 5
48 Certified Advisor Reviews™
Rate this Advisor

612-502-5806

Website

Areas of Focus

  • Budgeting
  • Buying a House
  • Credit Cards
  • Cryptocurrency
  • Financial Life Planning
  • Getting out of Debt
  • Having a Baby
  • Money Psychology
  • Retiring Early (F.I.R.E)
  • Saving for College
  • Socially Responsible Investing
  • Travel

About Me

Hi! My name is Eric Simonson, owner of Abundo Wealth. 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 don't have access or the desire to work with a traditional advisor.

I'm now helping clients through a different model, one where I'm only paid for providing financial advice. In turn, I help clients use proven, low-cost investments and provide guidance on all areas of their financial life.

l created 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 at Abundo 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 Abundo Wealth in 2019, our business has exploded. We've had a flood of new clients, expanded our team, and were 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™ Professional
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

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

Primary Location

Minneapolis, MN 55413, USA

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • 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 1) set clear goals to feel confident and motivated to achieve the life of your dreams, 2) 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 3) 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 planners have absolutely zero conflicts of interest, we don't charge you outrageous fees, and we help add clarity to your financial picture. ​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 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

SEC Lookup

View Disclosure

Who We Serve

  • Blended Family
  • College Graduates
  • Couples
  • Dual Income Family
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Single Women
  • 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 25, 2023
Ive been working with Andrew for a few months now and I am extremely satisfied with Abundo Wealth. They changed the way I look at personal finance, and I feel like I am further ahead and more confident than I was before I started working with Abundo. I am both surprised and not surprised that this concept doesn't really exist outside of Abundo. There are less conspicuous ways of making money as a financial advisor than Abundos transparent fee system, And when I try to share my excitement in personal finance with friends, Abundos transparent fee system can scare them away. But the funny thing is, they are paying considerably more for their financial advisors, whether that's in percentages of investments, or whether it's in their financial advisors leading them in a direction towards their own self-interest. Well I have a decent understanding of personal finance, Andrew helps me stay on track, take action instead of procrastinating financial action, and double checks my decision making. There's so many companies out there with hidden fees and obscure pricing systems, it's a relief to work with someone and know exactly what they're getting from you up front, so you know that the decisions that you are making with your personal finances are unbiased and in your own best interest.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Justin Wall
Justin Wall

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 16, 2023
I have now worked with Eric for several years, both to help manage my business and personal finances. Eric is absolutely amazing. He is incredibly knowledgeable, professional, and responsive and provides so much more than I would have expected from a financial planner, including helping me maximize credit cards and travel and running my small business. I trust Eric fully to manage my finances and have recommended him to many friends and family members, who are now happily his clients. Abundo's rates are extremely reasonable, especially considering the value of the advice being provided. As a plus, Eric as a person is a delight to talk to and I always look forward to our meetings- he makes investing fun! I am so excited to be working with Abundo and couldn't recommend Eric more!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anna Fadem
Anna Fadem

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Sep 24, 2023
Great people! They make financial planning accessible!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Erica Augenstein
Erica Augenstein

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Sep 21, 2023
From Kevin and Susan Moore Working with Andrew at Abundo has exceeded my expectations! Abundo has the perfect business model for a DIY investor like me who simply wants an informed financial planner to talk things over with. Andrew thoroughly answers all of my questions, and he makes important suggestions for me to ponder while I retain full control of my finances. Although I initially wondered if I would have access to advice on a limited schedule, in reality, I am able to schedule appointments to discuss financial questions and concerns as frequently as I want to. Andrew is extremely personable, knowledgeable and helpful, and he explains things in a way that is easy to understand. The Right Capital financial planning software Abundo uses is user friendly, and I have full access to all of its charts, graphs, and reports for a complete financial picture. I have never been willing to pay a percentage of my assets for a Financial Planner .This is the type of financial advice I have been waiting for. I recommend Abundo without hesitation if Flat Fee Financial Planning appeals to you!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kevin Moore
Kevin Moore

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Aug 11, 2023
I had such a great experience with Abundo! I started a fun financial journey several years ago when I discovered the FIRE movement, and as much as I can learn on my own, I realized I needed someone with more experience and a fresh eye to help level me up. That is exactly what Lori did. I love Abundo's flat fee based advisory model, and have been recommending Lori and her team to anyone brave enough to chat with me about wealth building and money. Five stars all around.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for rachel jackson
rachel jackson

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 11, 2023
Abundo has been an amazing company to work with. Highly appreciate their Financial Planning model and intention to bring excellence to the market. Highly recommended!!!!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amber Hutton
Amber Hutton

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 10, 2023
Eric and the Abundo team provide sound personal financial service with humor and kindness. I recommend them to friends constantly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Erin Blase
Erin Blase

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 10, 2023
The folks at Abundo have found the secret solution for a mixed marriage of an investment DIYer with someone who wants an ongoing financial planning resource. We've tried other planners before, but we're a tough combo. Working with Eric seems like the perfect balance. I love that Eric is supportive but also challenges our traditional ideas with new planning strategies. He brings new ideas to us and helps educate us, but never makes us feel bad about what we've done in the past. While he's presenting ideas and strategies nothing is high pressure, so we're making adjustments at a pace we're comfortable with. I feel so much better about our future already!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Arlene Moss
Arlene Moss

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 10, 2023
Abundo crushes it!!! If you are using any other company for your financial advice you definitely need to chat with the Abundo crew ASAP!! Number one, they are turning the financial services industry upside down! Number two, they have fair and transparent fees unlike other advisors that charge you on a percentage of your assets which is NOT cool. the bottom line is that Abundo totally cares about their clients and are a true fiduciary at a fair fee! Do yourself a favor and reach out to them ASAP to learn more!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joey Torkildson
Joey Torkildson

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 9, 2023
Incredibly impressed by the guidance provided by Abundo Wealth. It's like having a financial pro in your back pocket whenever you need it.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thrifty Traveler
Thrifty Traveler

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 7, 2023
I have the pleasure of personally knowing Eric. Not only is he extremely knowledgeable and experienced in the field of finance, but he is also incredibly personable and easy to interact with. Eric and his team are very passionate about their work and genuinely care about your financial well-being. Moreover, I think that Abundo is very innovative in the advisory market, filling several gaps that the US market currently has, such as: - 360-degree planning for expats who work in the US - People who are planning to retire elsewhere in the world. For the above cases, tax implications can be very complicated, and I definitely recommend having the help of someone who is an expert in the field, like Eric and his team.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Giovanni Graziano
Giovanni Graziano

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 9, 2023
-
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matt Lindstrom
Matt Lindstrom

We've already happily introduced them to 5 of our friends

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 19, 2023
Eric and the team at Abundo are incredible. The monthly fee business model they have set up really builds trust and transparency into the relationship. I mainly made the intro for my partner, but soon realized I needed his help too 😅. We've already happily introduced them to 5 of our friends which is the biggest testament to good service. I wish I found these people years ago! Thanks, Eric. Looking forward to working with you for years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marcus
Marcus

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 26, 2022
Great service!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jon P
Jon P

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 26, 2022
My wife and I have been Abundo clients for a few months now. Andrew is our advisor and he is professional and a joy to work with. Abundo’s subscription based flat fees are a tremendous value, especially compared to a traditional 1% AUM advisor(rip off)! We are so grateful we discovered this company.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steven Johnson
Steven Johnson

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 21, 2022
We’ve worked with the Abundo team since the company’s founding and feel 100% confident that these folks are passionate about our financial journey. We’ve got the tools and communication we need to manage our money well and work smarter, not just harder. The apps, tailored investment strategy, and regular check ins feel like financial planning as it should be.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Drew Lerdal
Drew Lerdal

They deserve all the stars!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 6, 2022
Abundo Wealth has been our financial planner over a year. They have helped us with every financial question possible. They are a super cool group of people who legitimately want you to succeed. But one of the coolest things as an avid traveler is that they will also make sure you are getting the most perks from your flight deals, credit card points, and anything that involves traveling expenses. They don't only answer your questions whenever you reach out to them. They proactively inform you about changes, rates, etc as they see fit with your financial goals and plans. AND they have a reasonable monthly rate with no hidden fees. They deserve all the stars!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Reelika Huebner
Reelika Huebner

The Best!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
May 5, 2022
Abundo Wealth is absolutely amazing. Extremely intelligent people and they not only handle investments and financial planning, but also do other helpful things like maximizing credit card points and helping with travel. I work with Eric and he's the best. Always gets back to me quickly and has provided great advice. Couldn't recommend enough!
Relationship to Financial Advisor: Client
Compensation: No Compensation Received
Conflicts of Interest: No Material Conflicts of Interest
Avatar for Brett Donnelly
Brett Donnelly

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
May 1, 2022
⭐⭐⭐⭐⭐
Relationship to Financial Advisor: Client
Compensation: No Compensation Received
Conflicts of Interest: No Material Conflicts of Interest
Avatar for Lindsay Dubbeldee
Lindsay Dubbeldee

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 7, 2022
These guys know what they are doing.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Marcus Woodard
Marcus Woodard

Gained a sense of understanding and control

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 13, 2022
I was never very involved in our finance, my wife was. Now, with the coaching and simplifications from Eric and Nathan, I have gained a sense of understanding and control. I have been more invested and actually excited about our investments. The guidance we received from Eric's team has helped tremendously in the last 3 or 4 years. I feel I can trust the advice as being genuine because there aren't ulterior motives or sale behind it. Eric's team advice and tools are all there to help, even protect my investments down to the details. It is a great place to be and a great partnership to have. One that I am very grateful for. Fred V.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Fred Varin
Fred Varin

Incredible team

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 11, 2022
Eric and the team at Abundo are incredible. The monthly fee business model they have set up really builds trust and transparency into the relationship. I mainly made the intro for my partner, but soon realized I needed his help too 😅. We've already happily introduced them to 5 of our friends which is the biggest testament to good service. I wish I found these people years ago! Thanks, Eric. Looking forward to working with you for years to come.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Marcus Clayton
Marcus Clayton

Really impressed

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 11, 2022
My partner and I just started working with Abundo and are really impressed by their process, software, and staff. We finally feel like we're getting the financial advise we need to set ourselves up to accomplish our short and long term goals.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Raleigh Jackson
Raleigh Jackson

An innovative approach

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 9, 2022
Andrew and Eric take an innovative approach to charging for their services. The flat rate charge is much less expensive than other financial planners we checked - and good luck actually getting a straight answer on charges from other financial planners. Another thing I really like is the fact that you don't "shove all your chips" to their firm. They help guide you in your current investments. The tools they provide are very interactive and provides a clear picture of your financial future. You can be as "hands on" as you choose to be with these tools. I've been working with them for a little over a year and they've provided wise financial advice and I feel they take a personal interest in my future.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for James Carlson
James Carlson

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 22, 2021
.
Relationship to Financial Advisor: Not a client
Compensation: No compensation was provided for this review
Conflicts of Interest: Friend conflict of interest
Disclosure: Reviewer is a supportive friend of an Abundo employee
Avatar for psenungi
psenungi

Great team

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 20, 2021
Great team to work with!
Relationship to Financial Advisor: Not a client
Compensation: No compensation was provided for this review
Conflicts of Interest: Friend conflict of interest
Disclosure: Reviewer is a supportive friend of an Abundo employee
Avatar for Devon Francke
Devon Francke

Amazing

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 17, 2021
Eric, Andrew and the Abundo Team are amazing. They did an amazing job first determining my goals, creating a plan to help me manage some big time financial questions, guided me through some other questions and challenges and overall are easy to work with. Their online work portal for managing is sweet and they do a great job of empowering you to look at your goals holistically or in detail.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Jason Miskowiec
Jason Miskowiec

A game changer in the industry

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 12, 2021
Abundo changed the way I understood and managed my finances, in a very significant way. I had been with many of the big shops and had to put so much trust in them(and $) because I was confused with the guidance and direction they provided. Eric and his team break things down to a point that you really feel in charge of your finances and future. But they also set tough(and achievable) goals that keep you on track. This team is down to earth, brilliant in what they do, very accesible and a game changer in this industry. HIGHLY recommend
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Molly Johnson
Molly Johnson

Easy to work with

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 9, 2021
I was looking for a fee only advisor to help me with retirement planning and someone whom my wife would be comfortable with, Eric at Abundo has satisfied these and more. Abundo has great tools to use and easy to work with.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Mike cars Mike
Mike cars Mike

Trusted Partner

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 6, 2021
Top-notch firm and amazing group of people at Abundo. What I like about them? 1. Knowledgeable 2. Responsive 3. They always come to the meetings prepared 4. I am not just a client to them. They really do know me 5. They take their fiduciary duty seriously 6. Above and beyond effort. When my mother-in-law needed help, Andrew stayed on the phone with her, talking to the different financial institutions until the issue was resolved. Glad to have such a trusted partner as part of my financial journey.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Ming Tan
Ming Tan

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 10, 2021
.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Rebecca Xu
Rebecca Xu

They're awesome!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 10, 2021
They're awesome! The stuff I've learned and the travel advice they've given me helped me go to Hawaii for basically free. Love it! So excited to have found them.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for r xu
r xu

Extremely happy

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 10, 2021
I’ve been extremely happy with my experience at Abundo. I couldn’t believe the fees I was paying at my old adviser. Would definitely recommend to anyone who hates paying fees.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Lena Liu
Lena Liu

Amazing professionals. We love Abundo!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Aug 6, 2021
Eric and his team are amazing professionals who operate in a true fiduciary capacity. We know we can ask them any question and they are responsive, and they tackle some questions before we even know we have them! Being able to set a meeting any time is great, and we love being able to set the pace of communication. We love abundo!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Lauren Stuyvenberg
Lauren Stuyvenberg

Best decision

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 8, 2021
We’ve been using Abundo for over a year now and I can honestly still say that we made the best decision for our family when we signed up. The advice and education that Eric gives is so valuable and the results are tangible. Can’t wait to see what the next year brings for Abundo Wealth!!!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Elsbeth Young-Haug
Elsbeth Young-Haug

Abundo is the way to go

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 7, 2021
The best people for the job! No questions asked Abundo is the way to go. Personal and professional! Eric and his team are awesome!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Josh Heath
Josh Heath

I cannot say enough good things

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 29, 2021
I cannot say enough good things about Eric and his team; I am so glad I found Abundo when I did! I was able to get my financial goals and priorities straightened out and work on executing the plan we set at the beginning. The routine touch bases has been helpful and the team is responsive when I have questions or items I need to discuss outside of our routine review meetings. I highly recommend Abundo Wealth to anyone who is looking for a team who cares about you, your financial goals, and living your best life - anyone can do it if you have the right team beside you!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Sadie Josephs
Sadie Josephs

Highly recommend!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 28, 2021
The Abundo team is amazing. They have helped my family in many ways over the past two years. We never thought we'd be able to save for retirement AND help our kids with future college expenses. Eric and Ethan helped us create long-term goals (which aligned with our values) and have given us accountability and practical wisdom to be on a solid path to reach these goals. We are so grateful that family introduced us to the Abundo team. Highly recommend!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Traci Taylor
Traci Taylor

I feel so lucky to have found them!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 26, 2021
I want to thank the Abundo team for always taking the time to answer all of my financial questions. Their expertise, attention to detail, transparency, patience, and prompt response time is greatly appreciated! I feel so lucky to have found them!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Linnea Fairbanks
Linnea Fairbanks

Eric and the rest of the Abundo team are amazing.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 25, 2021
Eric and the rest of the Abundo team are amazing. By taking a holistic look at our finances they helped us shift our planning from the standard advice everyone gives to a plan that will help us achieve our personal goals. They are also incredibly responsive no matter the question.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Joshua Nelson
Joshua Nelson

I only have amazing things to say about the Abundo team!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 25, 2021
I only have amazing things to say about the Abundo team! They are extremely knowledgeable about the markets, responsive to help, and most of all, focused on you and your best interests. And that can be tough to find in the finance space. Eric has helped me for years now (even before he started Abundo) and I trust him to set me on the right path to achieve my life and financial goals. They also have a great extra perk of sharing travel insights and deals. I highly recommend!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Hannah Erdman
Hannah Erdman

I have been EXTREMELY impressed with Abundo

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 24, 2021
I have been EXTREMELY impressed with Abundo and have recommended them to a ton of my family and friends (literally my entire immediate family has transitioned to using Abundo as well). Eric, Andrew and Ethan are PHENOMENAL - so responsive. So helpful. So personable. So smart. The amount of money they have already helped us save in the 9 or so months we've been with them is insane - looking forward to many more savings and solid financial decisions in the years to come! I wouldn't recommend ANYONE ELSE for financial guidance!!!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Claire Streitman
Claire Streitman

To borrow a phrase, Abundo is “simply the best”!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 24, 2021
To borrow a phrase, Abundo is “simply the best”! If you want personal attention from people who actually care about you and your finances, and who care about charging a reasonable rate for the work they do, then there’s no reason to look elsewhere! Their subscription system is far more affordable than the percentage method that so many large banks/financial planners use. Call off the search, you’ve found what you’re looking for!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Aubrey Johnson
Aubrey Johnson

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Mar 16, 2021
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Relationship to Financial Advisor: Not a client
Compensation: No compensation was provided for this review
Conflicts of Interest: Family member conflict of interest
Disclosure: This review was written by a supportive spouse of an Abundo employee.
Avatar for Alexis Simonson
Alexis Simonson

Very happy I chose Abundo as our financial advisor.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 31, 2020
Very happy I chose Abundo as our financial advisor. Their fees are fair, easy to understand and transparent. They embrace technology and everything is integrated and easy to use. Looking forward to working with long term.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Luke Huebner
Luke Huebner

Highest recommendation for Abundo Wealth!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Aug 10, 2020
Eric at Abundo Wealth is amazing! The structure of Abundo is like no other advising experience I have had. Eric’s fees are transparent and structured in a way that truly makes you feel like you have a sincere partner in securing your financial future. Eric is available and willing to assist with both large financial decisions and every-day, small decisions alike. Eric is exceptionally knowledgeable, yet able to simplify complex financial concepts. He makes the process user-friendly and convenient for very busy clients. Highest recommendation for Abundo Wealth!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Emilie Del Mastro
Emilie Del Mastro

Abundo crushes it!!!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 1, 2020
Abundo crushes it!!! If you are using any other company for your financial advice you definitely need to chat with the Abundo crew ASAP!! Number one, they are turning the financial services industry upside down! Number two, they have fair and transparent fees unlike other advisors that charge you on a percentage of your assets which is NOT cool. the bottom line is that Abundo totally cares about their clients and are a true fiduciary at a fair fee! Do yourself a favor and reach out to them ASAP to learn more!
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Joey Torkildson
Joey Torkildson

Amazing experience

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 24, 2019
My experience has been amazing with Eric at Abundo! He's super easy to work with and always has my best interest in mind. I appreciate the full transparency with fees and investing - something my old advisor never explained well to me. I would recommend him without hesitation.
Relationship to Financial Advisor: A client
Compensation: No compensation was provided for this review
Conflicts of Interest: No material conflicts of interest
Avatar for Katey Lund
Katey Lund
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