Abundance Advisers fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$500

“Fees for financial plans are billed $500 in advance with the balance due upon plan completion.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Abundance Advisers bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Abundance Advisers’ fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 8 other planners in Pleasanton that publish a flat or project fee charge less.

About Abundance Advisers

• Principal: Daven Sharma
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

13

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$9,480,707

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310887

Website

abundanceadvisers.com (opens in new tab)

Phone

(925) 400-8333

Other planners in Pleasanton that publish fees

• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
• Mirador Capital PartnersPleasanton$2,500

Compare all 14 planners in Pleasanton