A
Abundance Wealth Management
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 Wealth Management provides investment management and financial planning services to individuals, high‑net‑worth individuals, charitable organizations, and corporations, delivering ongoing wealth management as well as project‑based planning engagements. The firm’s services include development of investment policies, asset allocation, retirement and estate planning, cash‑flow and tax planning, and risk management as described in its brochure.
The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory, using a mix of passive and active vehicles and tailoring asset allocation to clients’ goals and risk tolerance; it also offers socially conscious/ESG portfolio options when requested. Portfolios may be managed on a discretionary or non‑discretionary basis and the firm relies on third‑party custodians and institutional platform services for trade execution and reporting.
Notable aspects disclosed in the brochure include that the adviser is newly formed in 2026 and reported no assets under management as of the brochure date, and that it operates as a fee‑only advisor that, unusually for its regulatory peer group, offers hourly and project‑based planning arrangements in addition to percentage‑of‑AUM billing. The brochure also discloses the principal’s significant ongoing outside roles in commercial banking and academia, an operational detail that may affect availability and oversight.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fixed fees range from $500 to $5,000; Ongoing Financial Planning initial fee up to $3,000; ongoing monthly fixed fees range from $125 to $450.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$250 per hour for Project-Based Financial Planning.
Ongoing Financial Planning monthly fixed fees ranging from $125 to $450.
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Abundance Wealth Management
Manhattan KS, United States
Number of offices
1
Most active in
Abundance Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kansas
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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