Abundo Wealth logo

Abundo Wealth

Updated today

Total assets under management

$0

Total clients

695

0% high-net worth

Total advisors

10

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

70

Average account size

$0

About

Abundo Wealth provides ongoing comprehensive financial planning and non‑discretionary investment advisory services to individual clients, delivering advice through a client portal and financial planning software. The firm works directly with clients on topics such as cash‑flow, retirement, employee benefits, estate planning, tax planning, and multi‑generational issues, and it does not require an asset minimum to engage.

The firm’s stated investment philosophy favors passive, low‑cost index funds grounded in a Semi‑Strong Form Efficient Market view, and it advises clients on asset allocation while leaving implementation and trading decisions under client control. Onboarding includes a risk tolerance questionnaire and periodic plan reviews, and Abundo does not use outside portfolio managers or exercise discretionary trading authority.

Abundo is notable among comparable team firms for operating a network of 11 offices and for structuring advisory services on an upfront and ongoing subscription basis rather than charging percentage‑of‑assets fees; it also discloses that it does not report assets under management and does not accept custody of client funds (except fee withdrawals). The firm states it receives no third‑party compensation, adheres to a written Code of Ethics consistent with CFP Board standards, and provides financial planning deliverables via its portal rather than routine written investment reports.

Client services

Financial planning

Fee options

Other

Fee-only: Upfront charge up to $699 for the first month, plus ongoing monthly fee up to $199 paid monthly in advance

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Abundo Wealth

3217 Montrose Blvd, Suite 228, #5

Houston TX 77006, United States

Number of offices

11

Advisors at this firm

Maggie K

CFP®, CPA

Morton, IL

Abundo Wealth

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Eric S

CFP®, CRPC®

Houston, TX

Abundo Wealth

Hi! I'm Eric Simonson, and I'm the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Lori B

CFP®, Series 65

San Francisco, CA

Abundo Wealth

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Richard C

CFP®, Series 63, Series 66

Fishers, IN

Abundo Wealth

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Olivia L

CFP®, Series 66

Sioux Falls, SD

Abundo Wealth

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Andrew D

CFP®, Series 63, Series 66

Minnetonka, MN

Abundo Wealth

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Damondrick J

Series 65

Las Vegas, NV

Abundo Wealth

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Jeremy Z

Series 65

New York, NY

Abundo Wealth

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Sarah D

Series 65

Pawtucket, RI

Abundo Wealth

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Christopher M

CFP®, Series 65

Ogden, UT

Abundo Wealth

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Lynn A

CFP®, Series 65

Seattle, WA

Abundo Wealth

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