Abundant Wealth Partners, LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Abundant Wealth Partners, LLC charges $175-$500 an hour and a flat or project fee of $350-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$500/hr
“The hourly rate is between $175.00 to $500.00 per hour and flat fees range from $350 to $25,000 based on the hourly rate agreed upon and a one hour minimum.”
- Flat or project fee
- $350-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abundant Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management contract with AWP may be terminated at any time upon written notification – Accounts initiated or terminated during a billable month, quarter or year will be charged a prorated fee.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “The firm must send the client a written invoice itemizing the fee, the invoice must detail any formulae used to calculate the fee, the time period covered by the fee and the amount of assets under management on which the fee was based.”
How Abundant Wealth Partners, LLC’s fees compare
- Its hourly rate of $175-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $350-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.
- 11 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Abundant Wealth Partners, LLC
“The Firm offers a large variety of services, including portfolio management, investment analysis and financial planning for individuals, high net worth individuals, and charitable organizations. Wealth Management Services AWP offers discretionary and non-discretionary asset management services to advisory clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 0.25% a year
- Clients
- 55
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $103,183,113
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317221
- Phone
- (805) 451-9131
Other planners in Santa Barbara that publish fees
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
- Castle Wealth PlanningSanta Barbara$250/hr, $10,000
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.