Abramson Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
48
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$0
About
Abramson Financial Planning, LLC is a state-registered, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Services are delivered as written or electronic financial plans and through specialized packages (including a one-time financial review and a goal-based comprehensive retirement plan) rather than ongoing discretionary portfolio management.
The firm does not provide investment management or accept custody of client assets; instead, it makes investment recommendations and implementation is left to clients and their chosen custodians. Retirement planning engagements use third‑party goal-based planning software with iterative modeling in video conferences, and the adviser coordinates with clients’ tax and legal professionals when appropriate.
Distinctive features include a principal with CFP, CFA and EA credentials and prior portfolio management experience who nevertheless operates a planning‑only business that does not charge percentage‑of‑AUM fees or offer discretionary portfolio management. The firm is a recent solo practice with a small client base and discloses reliance on a single principal for continuity, with no plan for business continuation in the event of the principal’s death.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Fee options
Financial Review package: $1,600 minimum, up to $3,840; Comprehensive Retirement Plan package: $2,560 minimum, up to $5,120.
$320 per hour, billed in six-minute increments with a one-hour minimum for returning clients.
Fee-only: Flat fees for specialized financial planning packages ranging from $1,600 to $5,120; hourly fee of $320 per hour for returning clients.
Main office location
Abramson Financial Planning, LLC
Burlingame CA, United States
Number of offices
1
Most active in
Abramson Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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