CFP®, CRPC®, CLTC®
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Eric Simonson is a Minneapolis, MN fee-only financial planner.
Hi! I’m Eric Simonson, and I’m the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.
We specialize in working with young, successful professionals who love to travel. Included in our comprehensive financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.
We charge a flat monthly subscription for our service and nothing more. After that, it’s our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.
Eric Simonson is the founder and CCO of Abundo Wealth located in Minneapolis, MN.
I started in financial services in 2007 at a Fortune 500 company. I became a Financial Advisor in 2009 and worked my way up to become the Managing Director of a nationally recognized financial planning practice. I loved what I did and the clients I worked with, but I wanted to create something different and special on my own.
Abundo was founded with the future of financial planning in mind. I believe that tech-driven advice, fee transparency, and low-cost investing will one day be the standard in the industry and I'm hoping to bring that day closer.
In my spare time, I'm an aspiring gardener and frequent traveler. I'm passionate about the environment and enjoy driving my electric car. My wife and I love to hike and have been fortunate to have done some amazing hikes all over the world. When I'm not talking to my clients, you'll probably find me at a coffee shop or at one of our great Twin Cities restaurants!
Eric Simonson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Financial Planning for Travel Lovers
We're different here at abundo. We are CERTIFIED FINANCIAL PLANNER™ professionals who love to travel and want to provide revolutionary comprehensive financial advice to young professionals who share the same passion.
That's our goal. We have a unique goal of delivering financial advice with extremely transparent pricing and no hidden fees, costs, or commissions related to the advice.
In additon to our revolutionary comprehensive financial planning, we love to help our clients find new ways to travel better. From finding flight deals to using airline miles effectively, we want to help you make the most out of your travel experiences.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- College Education Planning
- Travel Advice
- Goal Planning & Development
- Cash Flow & Budgeting
- Growing Families
- Young Professionals
- FI/RE Enthusiasts
- Dental Professionals
- In-Person Meetings
- Virtual Meetings
- Low, Flat Monthly Subscription
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Eric Simonson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Eric Simonson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Eric Simonson is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Eric Simonson is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Eric Simonson
Minneapolis, MN 55413