Abundo Wealth

Minimize Fees. Maximize Life.

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Abundo Wealth Abundo Wealth

Houston, TX

Serving Clients Nationwide

Minimize Fees. Maximize Life.

75 Certified Advisor Reviews™

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About Us

Abundo is a leading advice-only financial planning firm dedicated to empowering individuals and families to achieve their financial dreams. Our team of amazing financial planners are committed to providing transparent, unbiased advice tailored to each client’s unique situation and goals.

We pride ourselves on building long-lasting relationships with our clients, guiding them through life's financial journeys with empathy and expertise.

Our mission is to provide low-cost, comprehensive financial planning to everyone and we look forward to the chance of working with you!

To learn more about our team, how we work, and to get started, visit our website.

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Who We Serve

Blended Family
Business Owners
College Graduates
Couples
Dual Income Family
Educators
Families
Financial Independence Retire Early (FIRE)
Gen X
Gen Y / Millennials
Gen Z
Healthcare Professionals
Individuals
LGBTQ
Living in Retirement
Newly Engaged / Newlywed
Nonprofit Employees
Parents
Single Women
Travel Lovers
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.

Write a Review

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5 Stars

✅ Wealthtender Certified Advisor Review™

December 11, 2024

My Abundo advisor has helped me a lot with great advice and (when I want it) hand holding! He is available whenever I need something and we meet regularly. I never feel pressured, only supported.

I started the relationship before I retired and he helped me transition into being retired. That process can feel somewhat overwhelming and having an experienced sounding board was very helpful.

Maybe the best part is that I’m paying a flat fee instead of a percentage that could cost me a staggering amount over time. He’s available whenever and it’s covered by that monthly fee! I recommend them for whatever stage of your investing journey you are on.

◼ 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.

Elena Fiske

5 Stars

✅ Wealthtender Certified Advisor Review™

December 8, 2024

I used Abundo to help me line up my investments so they were simple and easy to maintain. They also helped create a basic roadmap for cleaning up messy accounts and roll overs from other employers. My advisor was extremely helpful and accommodating.

I felt the price was well worth the advice. I will use them in the future if things get more complex. I trust these guys and my advisor was into financial independence which was really important to my goals. Well worth it!

◼ Relationship to Financial Advisor:Former Client

◼ Compensation:This reviewer received no compensation for this review.

◼ Conflicts of Interest:There are no material conflicts of interest.

Mike

5 Stars

✅ Wealthtender Certified Advisor Review™

October 27, 2024

I’m someone who over-researches things. I knew I needed help changing my financial practices, and it took me forever to settle on a someone to help me. So let me make this easy for you: choose Abundo. I am very glad I did.

I’m working with Riki, and he’s thoughtful, helpful, responsive, and overall great to work with.

◼ 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.

Brian Van Slyke

5 Stars

✅ Wealthtender Certified Advisor Review™

October 21, 2024

Cannot recommend Abundo enough! We searched and interviewed widely to find the right financial advisor that aligned with our values and Jeremy + Abundo’s advice only model and price stood out. Not only is our advisor Jeremy extremely knowledgeable, he also met us where we were at, first timers seeking guidance in a unique situation. Our experience has positively upended how we view our finances and even after a few months, we feel very confident about our path. We genuinely enjoy and look forward to our monthly meetings, which we always end with new insight.

◼ 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.

5 Stars

✅ Wealthtender Certified Advisor Review™

July 17, 2024

We have been searching for an honest, informative financial advisor that doesn’t do AUM and finally found it! Jeremy provides great insight and information and we truly feel he has our best interests at heart. I really like the Abundo subscription model and find it very fair, especially in comparison to previous planners who put us in a set it and forget it program while collecting 1%. We are so happy to have found Abundo!

◼ 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.

Sue Rosenberg

5 Stars

✅ Wealthtender Certified Advisor Review™

March 10, 2024

My partner and I have been working with Abundo for about 9 months now, and it has been such a great experience. We work with Olivia who has been wonderful from the start. She took the time to get to know us and tailor suggestions and recommendations that fit our financial goals. A lot of the information presented was new to me, but not to my partner, so she really took the time to explain things and answer all my questions. She never made me feel uncomfortable for not being expert on the subject. It’s been such a good balance of support for both our needs.

I was recently laid off and she has been an asset and has helped to come up with my temporary financial plan until I find my next full time employment making both me and my partner feel financially stable during this time.

We highly recommend Abundo and especially Olivia. She has gone above and beyond in helping us on our financial journey and has been there for us every step of the way.

◼ 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.

Senol Akin

5 Stars

✅ Wealthtender Certified Advisor Review™

February 27, 2024

My husband and I recently got married and both work in the world of freelance and entrepreneurship. We knew we needed guidance to align our financial goals and set a solid foundation for our future. That’s when we found Olivia and her incredible team!

Working with Olivia has been an absolute game-changer for us. From day one, she welcomed every question with patience and clarity, assuring us that no question was too “dumb” to ask. Meeting us right where we were in our financial story, their guidance has been priceless. Their advice-only approach has empowered us to make informed decisions, and every dollar saved goes directly back into our pockets. From investments to budgeting to using credit card points for travel to first home buying, they’ve supported us in it all! Highly, highly recommend! We’re a year in, and already seeing major progress.

◼ 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.

Emma Sievers

5 Stars

✅ Wealthtender Certified Advisor Review™

February 18, 2024

Eric and the Abundo Wealth team have been true lifesavers in regard to my family’s financial health. So many times, Eric has provided sound and ethical advice – always putting us on a good path forward. I’m so thankful that he and the Abundo Team are in our lives. I strongly recommend Abundo Wealth to those looking for a reliable team of trustworthy, competent, and committed individuals.

◼ 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.

Kristy Kilpatrick

5 Stars

✅ Wealthtender Certified Advisor Review™

February 18, 2024

We’ve worked with Eric and the team for a few years, and we are so thankful for them. I love the wholistic approach to not just your financial wellbeing but life, goals and dreams. All done from a thoughtful and ethical approach that has our best interests in mind. Oh and the vacation planning and budgeting (as well as some great travel hacks) has been a huge help too!

◼ 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.

Jeff Kilpatrick

5 Stars

✅ Wealthtender Certified Advisor Review™

February 17, 2024

Jeremy is great!!! Cant wait till this business relationship grows further!

◼ 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.

Andrew Deblase

5 Stars

✅ Wealthtender Certified Advisor Review™

February 7, 2024

◼ Relationship to Financial Advisor:Current Client

◼ Compensation:This reviewer received no compensation for this review.

◼ Conflicts of Interest:This reviewer is a family member of one of the team members.

Angie Simonson

5 Stars

✅ Wealthtender Certified Advisor Review™

January 27, 2024

I have been working with Jeremy for a couple months now, and already I feel so much more in control of my finances. Jeremy has been so helpful, kind and patient in this process of helping me to understand and implement the steps to get a solid financial plan underway, which has included setting up an investment plan, saving for a new car, and beginning to plan for a career change – things that had been previously causing me a lot of anxiety! Accessibility has been amazing, as it’s super easy to schedule meetings on the fly as questions arise, and I never feel like a nuisance, which is nice.. because I have a lot of questions!

The platform is super slick and adds a new dimension of understanding to my personal and business finances, and I’m enjoying the monthly webinars too. Thanks so much Abundo and Jeremy, you rock!

◼ 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.

Hannah Diment

5 Stars

✅ Wealthtender Certified Advisor Review™

November 25, 2023

Riki has been a friend for over ten years. He’s one of the very best when it comes to professionalism and I know I’m getting the service I deserve when it comes to handling my finances and my future.

◼ 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.

Corey Ryan Jiu-Jitsu

5 Stars

✅ Wealthtender Certified Advisor Review™

November 20, 2023

If you’re in need of a financial planner, Riki Cooke is your guy! Riki is in this business because it’s his passion. He’s very vested in his clients and is always looking for avenues to better your investments. We would highly recommend Riki!

◼ 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.

Lisa Jenne

5 Stars

✅ Wealthtender Certified Advisor Review™

November 20, 2023

My fiance and I have been working with Riki for a few months now. My fiance was the one who was a bit doubtful that we even needed a financial planner, but after our first session, he changed his mind. Riki helped us identify larger goals for our money and how we can best plan for our future together–and how best to combine finances in a way that made us both comfortable. We particularly appreciate his ideas about retirement and sabbaticals that are less “traditional” than the linear retirement plan. It’s been so helpful to see money as a tool and less as a stressor.

◼ 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.

Abbey Becker

5 Stars

✅ Wealthtender Certified Advisor Review™

November 20, 2023

Riki has been advising our family for more than a year, and we couldn’t be more impressed by his professionalism, depth of knowledge and willingness to research new and innovative ways for us to manage our money. His approach to finance is values-based, which we really appreciate. He gets to know us personally which informs his advice and gives us a holistic look at our relationship to money, our goals and our future. He’s super communicative, which is essential in any advisor!

◼ 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.

Eric Clayton

5 Stars

✅ Wealthtender Certified Advisor Review™

November 19, 2023

Wanting to ensure our financial decisions were the best in the long run, we hired Riki. He is extremely knowledgeable, honest, upbeat, and VERY reliable. He has broadened our horizons and put our worries at ease about our future. He’s great and we recommend him to anyone looking for a FP.

◼ 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.

Camellia Reyes

5 Stars

✅ Wealthtender Certified Advisor Review™

October 28, 2023

My husband and I have been working with Olivia at Abundo for six months, and we can’t say enough positive things about our experience! The individualized attention, thoroughness, and level of knowledge we have received has far surpassed the cost. I would highly recommend their services to anyone looking to get a better hold on their finances, especially if newly married.

◼ 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.

Kristen Megally

5 Stars

✅ Wealthtender Certified Advisor Review™

October 28, 2023

◼ 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.

Kristen Megally

5 Stars

✅ Wealthtender Certified Advisor Review™

October 24, 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.

Justin Wall

5 Stars

✅ Wealthtender Certified Advisor Review™

October 15, 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.

Anna Fadem

5 Stars

✅ Wealthtender Certified Advisor Review™

September 23, 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.

Erica Augenstein

5 Stars

✅ Wealthtender Certified Advisor Review™

September 20, 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.

Kevin Moore

5 Stars

✅ Wealthtender Certified Advisor Review™

August 10, 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.

rachel jackson

5 Stars

✅ Wealthtender Certified Advisor Review™

June 10, 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.

Amber Hutton

5 Stars

✅ Wealthtender Certified Advisor Review™

June 9, 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.

Erin Blase

5 Stars

✅ Wealthtender Certified Advisor Review™

June 9, 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.

Arlene Moss

5 Stars

✅ Wealthtender Certified Advisor Review™

June 9, 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.

Joey Torkildson

5 Stars

✅ Wealthtender Certified Advisor Review™

June 8, 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.

Thrifty Traveler

5 Stars

✅ Wealthtender Certified Advisor Review™

April 6, 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.

Giovanni Graziano

Five Stars

✅ Wealthtender Certified Advisor Review™

March 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.

Matt Lindstrom

5 Stars

✅ Wealthtender Certified Advisor Review™

March 6, 2023

You’re not just getting a financial planner with joining Riki’s team. You’re getting a piece of mind. It’s such a huge relief knowing that there’s someone so qualified out there to reach out to at any time. He puts your BEST interests first and makes you a priority. From his personalized video messages every quarter on things relevant to you; to his ability to break things down to a level where a simple minds (such as mine) can understand. I’ve never been so confident and assured about finances and my own personal money goals as I have been with Riki by my side. One of the first meetings I had with him he made the comment that “anything with a dollar sign in front of it I can help you out with.” And I’ve learned over time that this is the most accurate depiction of his services. My only regret is not starting sooner! Riki is the man!!!!! If I could give more than 5 stars I would.

◼ 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.

keith peterson

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

✅ Wealthtender Certified Advisor Review™

January 18, 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.

Marcus

Five Stars

✅ Wealthtender Certified Advisor Review™

December 1, 2022

Lori is amazing! She’s enthusiastic, highly organized and will get all your financial needs together with a smile!

◼ 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.

Noemi Zeigler

Five Stars

✅ Wealthtender Certified Advisor Review™

October 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.

Jon P

Five Stars

✅ Wealthtender Certified Advisor Review™

October 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.

Steven Johnson

Five Stars

✅ Wealthtender Certified Advisor Review™

October 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.

Drew Lerdal

They deserve all the stars!

✅ Wealthtender Certified Advisor Review™

July 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.

Reelika Huebner

The Best!

✅ Wealthtender Certified Advisor Review™

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

Brett Donnelly

5 Stars

✅ Wealthtender Certified Advisor Review™

May 1, 2022

⭐⭐⭐⭐⭐

◼ Relationship to Financial Advisor:Client

◼ Compensation:No Compensation Received

◼ Conflicts of Interest:No Material Conflicts of Interest

Lindsay Dubbeldee

5 Stars

✅ Wealthtender Certified Advisor Review™

April 10, 2022

Richard is very knowledgeable and provides great service. I would highly recommend.

◼ 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.

Sarah Russell Goddard

Five Stars

✅ Wealthtender Certified Advisor Review™

April 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

Marcus Woodard

5 Stars

✅ Wealthtender Certified Advisor Review™

March 22, 2022

Richard is one of the most down to earth people I’ve ever had the pleasure of working with. The only thing bigger than your retirement fund will be after working with him is his decency.

◼ Relationship to Financial Advisor:Former Client

◼ Compensation:This reviewer received no compensation for this review.

◼ Conflicts of Interest:There are no material conflicts of interest.

Andy Moore

Gained a sense of understanding and control

✅ Wealthtender Certified Advisor Review™

February 12, 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

Fred Varin

Incredible team

✅ Wealthtender Certified Advisor Review™

February 10, 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.

◼ Relationship to Financial Advisor:A client

◼ Compensation:No compensation was provided for this review

◼ Conflicts of Interest:No material conflicts of interest

Marcus Clayton

Really impressed

✅ Wealthtender Certified Advisor Review™

February 10, 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

Raleigh Jackson

An innovative approach

✅ Wealthtender Certified Advisor Review™

February 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

James Carlson

5 Stars

✅ Wealthtender Certified Advisor Review™

February 6, 2022

Working with Richard has been the best financial decision my wife and I have made! He’s been very helpful in setting and orienting our finances based on our needs and is always available if we have questions. I can’t recommend him enough!

◼ 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.

Pierre Fortier

5 Stars

✅ Wealthtender Certified Advisor Review™

February 6, 2022

◼ 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.

Pierre Fortier

5 Stars

✅ Wealthtender Certified Advisor Review™

January 14, 2022

Richard is very friendly and engaging while getting to know you and what your dreams and goals are. He answers questions and gives suggestions but never tries to push into a decision. He really is in this business to help you accomplish your plans using his experience and guidance because he loves helping people. I really recommend meeting with Richard and see for yourself what I’m talking about 🙂

Jill Murray

◼ 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.

Jill Murray

5 Stars

✅ Wealthtender Certified Advisor Review™

January 11, 2022

I’ve worked with Richard for a few years now, and I couldn’t be happier. He always puts the client first, and he makes sure that he fully understands your goals when building your plan. He is always available when you have questions, and he listens and makes you feel valued regardless of how large your account is. The pricing is incredibly reasonable when comparing to other advisors, especially when you consider how he provides a level of service above and beyond what you might experience with a bigger 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.

Alex Weaver

5 Stars

✅ Wealthtender Certified Advisor Review™

November 21, 2021

◼ Relationship to Financial Advisor:Not a client

◼ Compensation:No compensation was provided for this review

◼ Conflicts of Interest:Friend conflict of interest

◼ Additional Disclosures:

Reviewer is a supportive friend of an Abundo employee

psenungi

Great team

✅ Wealthtender Certified Advisor Review™

November 19, 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

◼ Additional Disclosures:

Reviewer is a supportive friend of an Abundo employee

Devon Francke

Amazing

✅ Wealthtender Certified Advisor Review™

November 16, 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

Jason Miskowiec

A game changer in the industry

✅ Wealthtender Certified Advisor Review™

November 11, 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

Molly Johnson

Easy to work with

✅ Wealthtender Certified Advisor Review™

November 8, 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

Mike cars Mike

Trusted Partner

✅ Wealthtender Certified Advisor Review™

November 5, 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

Ming Tan

5 Stars

✅ Wealthtender Certified Advisor Review™

October 9, 2021

◼ Relationship to Financial Advisor:A client

◼ Compensation:No compensation was provided for this review

◼ Conflicts of Interest:No material conflicts of interest

Rebecca Xu

They're awesome!

✅ Wealthtender Certified Advisor Review™

October 9, 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

r xu

Extremely happy

✅ Wealthtender Certified Advisor Review™

October 9, 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

Lena Liu

Amazing professionals. We love Abundo!

✅ Wealthtender Certified Advisor Review™

August 5, 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

Lauren Stuyvenberg

Best decision

✅ Wealthtender Certified Advisor Review™

April 7, 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

Elsbeth Young-Haug

Abundo is the way to go

✅ Wealthtender Certified Advisor Review™

April 6, 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

Josh Heath

I cannot say enough good things

✅ Wealthtender Certified Advisor Review™

March 28, 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

Sadie Josephs

Highly recommend!

✅ Wealthtender Certified Advisor Review™

March 27, 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

Traci Taylor

I feel so lucky to have found them!

✅ Wealthtender Certified Advisor Review™

March 25, 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

Linnea Fairbanks

Eric and the rest of the Abundo team are amazing.

✅ Wealthtender Certified Advisor Review™

March 24, 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

Joshua Nelson

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

✅ Wealthtender Certified Advisor Review™

March 24, 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

Hannah Erdman

I have been EXTREMELY impressed with Abundo

✅ Wealthtender Certified Advisor Review™

March 23, 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

Claire Streitman

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

✅ Wealthtender Certified Advisor Review™

March 23, 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

Aubrey Johnson

5 Stars

✅ Wealthtender Certified Advisor Review™

March 15, 2021

◼ Relationship to Financial Advisor:Not a client

◼ Compensation:No compensation was provided for this review

◼ Conflicts of Interest:Family member conflict of interest

◼ Additional Disclosures:

This review was written by a supportive spouse of an Abundo employee.

Alexis Simonson

Very happy I chose Abundo as our financial advisor.

✅ Wealthtender Certified Advisor Review™

October 30, 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

Luke Huebner

Highest recommendation for Abundo Wealth!

✅ Wealthtender Certified Advisor Review™

August 9, 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

Emilie Del Mastro

Abundo crushes it!!!

✅ Wealthtender Certified Advisor Review™

May 31, 2020

◼ Relationship to Financial Advisor:A client

◼ Compensation:No compensation was provided for this review

◼ Conflicts of Interest:No material conflicts of interest

Joey Torkildson

Amazing experience

✅ Wealthtender Certified Advisor Review™

October 23, 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

Katey Lund

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