Abundo Wealth

EST. AUM
$500,000,000

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Firm Details

Metro area Houston
CRD Number 304612
Website abundowealth.com
Client types

Overview

Abundo Wealth Inc. is an SEC-registered investment adviser founded in 2021, operating on an "advice-only" model that provides ongoing, comprehensive financial planning for a flat monthly subscription fee (starting under $200/month) rather than charging a percentage of assets. Founded and led by CEO Eric Simonson, CFP, the firm serves individuals and families nationwide — reportedly around 420 client households overseeing roughly $600 million in assets under advisement — with a distributed team of certified financial planners. Its core proposition is unbiased, low-cost advice without taking custody or discretionary control of client assets: clients keep and self-implement their own portfolios, guided by Abundo's planning software, client portal, and model allocations. The firm explicitly positions itself against the traditional AUM-fee model, targeting clients who want professional advice while retaining control of their investments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Abundo Wealth

Platform Details

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