Abundo Wealth fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 7, 2026, Abundo Wealth charges a monthly fee of $199 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $199/mo
“The service consists of an Upfront Charge of no more than $699 for the first month, and an ongoing fee that is paid monthly in advance at no more than the rate of $199 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abundo Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Abundo shall begin the Client Setup Work immediately after the client pays Abundo the Upfront Fee and Abundo will not collect the Upfront Fee and Monthly Fee more than six months in advance of beginning work for the client.”
How Abundo Wealth’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Abundo Wealth
“We provide investment advisory services on a non-discretionary basis and ongoing, comprehensive financial planning directly to clients and through our client portal.”
- Principal: Eric Simonson
- Firm size: 15 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 15
- Services reported to regulators
- Financial planning
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304612
- Phone
- (612) 502-5806
Can advise clients in 34 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Houston that publish fees
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
- Arete AdvisorsHouston$100/hr, $5,000-$30,000
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.