Abundant Wealth Partners, LLC

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Client assets under management

$102,738,662

Clients

89% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,867,976

About

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and charitable organizations. It manages roughly $100 million across about 55 client relationships and offers both discretionary and non‑discretionary portfolio management, standalone financial planning, and limited‑term estate administrative support.

The investment process emphasizes portfolio‑level construction and strategic asset allocation, relying primarily on mutual funds and ETFs and a long‑term, risk‑adjusted return review of investments. The firm applies tax sensitivity to trading decisions and may include platform‑based alternative investments in managed portfolios, while treating certain direct or private illiquid investments as client‑directed and outside of discretionary AUM.

Distinctive operational features include bundling financial planning with wealth management services and providing administrative support to estate representatives (without legal advice). As a small, two‑advisor RIA established in 2021 and recently registered with the SEC, the firm operates without broker‑dealer affiliations, does not accept commissions, and leaves proxy‑voting authority with clients.

Client services

Financial planning Portfolio management Consulting

Expertise

Wealth management Private / alternative investments General tax planning

Fee options

Fixed

$350 to $25,000 based on scope and complexity

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $20,000,000: 0.50% annually $20,000,001+: 0.25% annually

Project-based

$175 to $500 per hour

Other

Account minimum: $2,000,000 Minimum fee: $17,500 annually Fee-only: Hourly consulting fees $175 to $500 per hour; flat fees range from $350 to $25,000

Main office location

Abundant Wealth Partners, LLC

4961 La Gama Way

Santa Barbara CA 93111, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 805-451-9131

Advisors at this firm

Aaron R

CFP®

Santa Barbara, CA

Abundant Wealth Partners, LLC

Aaron Ritter is a CFP® professional with 15 years of industry experience. He is currently with Abundant Wealth Partners, LLC and also serves as an independent contractor for Avalan, LLC. His prior experience includes ten years at West Coast Financial, LLC. Abundant Wealth Partners, LLC is a small advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management, financial planning, and limited estate administrative support. The firm employs a long-term, risk-adjusted investment approach and offers customized wealth management and consulting services.

Wealth management Private / alternative investments General tax planning

Kristen R

Series 65

Santa Barbara, CA

Abundant Wealth Partners, LLC

Kristen Ritter is a financial advisor at Abundant Wealth Partners, LLC with three years of industry experience. She holds a Series 65 credential and previously worked for the Santa Barbara Unified School District for twelve years. Abundant Wealth Partners, LLC is a small investment advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management, financial planning, and limited estate administrative support. The firm employs long-term risk-adjusted return analysis and fundamental reviews in its investment approach, offering both discretionary and non-discretionary services tailored to client goals.

Wealth management Private / alternative investments General tax planning

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