Abundance Financial Planning fees and pricing
Financial planner in Caldwell, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 8, 2026, Abundance Financial Planning charges a flat or project fee of $3,000-$6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$6,500
“Comprehensive Financial Planning AFP provides Comprehensive Financial Planning for a single, transparent flat fee, generally ranging from $3,000 to $6,500 depending on complexity, scope, and planning needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abundance Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be paid through approved electronic payment methods or by check.”
- “Fees may be paid through approved electronic payment methods, ACH transfer, credit card, or check.”
- “If fees were paid in advance, a prorated refund will be issued for any unearned fees upon termination of the Agreement.”
How Abundance Financial Planning’s fees compare
- Its flat or project fee of $3,000-$6,500 is above the Idaho median of $2,625. 58% of the 26 other Idaho planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Abundance Financial Planning
- Principal: Kyle Restad
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157730
- Phone
- (208) 614-3741
Other planners in Caldwell that publish fees
- Firm Foundation Wealth Management, LLCCaldwell$250/hr
- Katz Capital AdvisorsCaldwell$950
- 3 Peaks FinancialAmmon$200/hr
- Action Financial Planning LLCTwin Falls$275/hr, $95/mo
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
- Allegiance Financial PlanningEagle$120/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.