Abunda Financial, LLC fees and pricing
Financial planner in Sausalito, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Abunda Financial, LLC charges a flat or project fee of $950-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $950-$1,500
“Our fee for a Financial Check-Up consultation is a flat fee, typically ranging between $950 and $1,500, and is based on the complexity and scope of the engagement and your individual circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abunda Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “First year retainer fees are paid, in advance, on a quarterly basis.”
- “Annual renewal retainer fees generally can range from $5,000 to $50,000, are calculated on an annual basis, and are payable in advance on a quarterly basis.”
- “Written notification of any change to a client's retainer fee is always provided in advance.”
How Abunda Financial, LLC’s fees compare
- Its flat or project fee of $950-$1,500 is below the California median of $5,000. 12% of the 796 other California planners that publish a flat or project fee charge less.
About Abunda Financial, LLC
“We provide investment advisory and financial planning services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities.”
- Principal: Janet L. Campbell
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 35
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $103,137,240
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120177
- Phone
- (415) 339-8944
Other planners in Sausalito that publish fees
- Gridley Associates IncSausalito$200/hr, $500-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.