Abundance Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Abundance Financial Planning provides financial planning and investment analysis to individuals and high-net-worth clients through comprehensive and project-based engagements. The firm delivers written, client-tailored recommendations covering cash flow, retirement, tax-aware strategies, estate considerations, and employer benefits as part of an advice-only, fee-only practice and does not accept custody or execute trades.
AFP’s work is planning-centered and descriptive: it evaluates asset allocation, diversification, tax efficiency, and performance relative to benchmarks to inform client decision-making rather than implementing investment decisions. Clients receive periodic reviews as part of ongoing planning relationships and may engage third-party professionals at the firm’s recommendation; clients retain responsibility for executing investment actions and choosing custodians.
Notably, despite being listed as an investment-manager category for this profile, the firm reports no assets under management and does not offer discretionary management or percentage-of-AUM fees, instead using flat and project-based planning fees and hourly arrangements. The firm also provides routine regulatory disclosures to clients (annual brochure or summary of material changes) and is operated by a single principal who serves as the firm’s compliance officer and sole advisory representative.
Client services
Financial planning
Newsletters or periodicals
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Comprehensive Financial Planning charged as a single flat fee ranging from $2,495 to $3,495; Project-Based Financial Planning for single sessions generally ranges from $495 to $795
$300 per hour for project-based financial planning
Fee-only: Comprehensive Financial Planning fees generally range from $2,495 to $3,495 annually; Project-Based Financial Planning fees generally range from $495 to $795 for single-session engagements; hourly rate of $300 per hour for project-based planning.
Most active in
Abundance Financial Planning has reported serving >5 clients in these states in the last 12 months.
Idaho
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
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