Abundant Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“The negotiated hourly fee for these services is $250 and $350.”

Flat or project fee

$750⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $750 and $5,000.”

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

How Abundant Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of AWMLLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of AWMLLC’s fees, within five business days of signing the Financial Planning Agreement.”

How Abundant Wealth Management LLC’s fees compare

• Its hourly rate of $250-$350 spans the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
• None of the 6 other planners in Stamford that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 is below the Connecticut median of $5,125. 22% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• None of the 3 other planners in Stamford that publish a flat or project fee charge less.

About Abundant Wealth Management LLC

• Firm size: 4 employees.
• Registered as an adviser: 2025.

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

1% a year

Clients

187

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$243,812,650

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

331285

Website

linkedin.com/company/101776726/admin/feed/posts (opens in new tab)

Phone

(203) 661-3441

Can advise clients in 7 states: Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Texas

Other planners in Stamford that publish fees

• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr
• Euclid Harding, LLCStamford$500/hr, $750/qtr
• Quarve Associates, LLCStamford$500/hr
• RZH Advisors LLCStamford$400⁠-⁠$600/hr, $2,500⁠-⁠$50,000
• Sovereign Financial Group, Inc.Stamford$200⁠-⁠$450/hr, $1,500⁠-⁠$10,000
• Webster Wealth Advisors, Inc.Stamford$400/hr, $5,000⁠-⁠$15,000

Compare all 15 planners in Stamford