Eric Simonson, CFP®, CRPC®, CLTC®
Flat Fee Financial Planning For All Of Life's Adventures
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Serving Clients Nationwide
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, 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
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Location
Minneapolis, Minnesota, 55413
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 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
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
Write a Review
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The Best!
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!
5 Stars
⭐⭐⭐⭐⭐
Five Stars
These guys know what they are doing.
Gained a sense of understanding and control
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.
Incredible team
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.
Really impressed
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.
An innovative approach
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.
5 Stars
.
Reviewer is a supportive friend of an Abundo employee
Great team
Great team to work with!
Reviewer is a supportive friend of an Abundo employee
Amazing
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.
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