Eric Simonson

CFP®, CRPC®, CLTC®

Abundo Wealth

Founder & CEO

I can work with clients anywhere!

Eric Simonson

CFP®, CRPC®, CLTC®

Abundo Wealth

Founder & CEO

We Are Flat Fee Financial Planning for Everyone. Abundo’s mission is to bring high-quality, conflict-free, comprehensive financial planning to everyone. - Eric Simonson, CFP®, CRPC®, CLTC®

We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!

We do things differently here at Abundo.

We’re on a mission to bring high-quality, conflict-free, comprehensive financial planning to everyone. 

Anything concerning your ability to save, grow, spend, and earn money matters to us. We love to teach, empower, and inspire you to take action and have ownership in your financial life. Everyone deserves transparent pricing, low-cost investing, and access to the best financial planning technology available. We all need help with financial decisions at some point in our lives and Abundo wants to help...everyone.

Plus, we are gigantic travel nerds and pass along world-class travel advice to help you save money on all things travel-related including the best way to use your credit card points and optimize airline miles. 

We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!

 

Eric Simonson is the founder and CEO 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.

Flat Fee Financial Planning for Everyone

We're different here at Abundo. We are CERTIFIED FINANCIAL PLANNER™ professionals who love to travel and want to provide revolutionary comprehensive financial advice.

Minimize Fees.  

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. 

Maximize Life.

In additon to our 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.

Specialties

  • Comprehensive Financial Planning
  • College Education Planning
  • Travel Advice
  • Goal Planning & Development
  • Cash Flow & Budgeting

Ideal Clients

  • Growing Families
  • Young Professionals
  • Millennials
  • FI/RE Enthusiasts
  • Dental Professionals

Working Together

  • In-Person Meetings
  • Virtual Meetings
  • Low, Flat Monthly Subscription
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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.

  • CRPC - Chartered Retirement Planning Counselor
    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.

  • CLTC - Certification for Long-Term Care
    Eric Simonson holds the Certification in Long-Term Care (CLTC®)

    The CLTC® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families. The designation has been recognized and supported by The American College, CFP® Board, NAIFA, NAHU and major insurance carriers.

Contact Eric Simonson

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Office Locations:

  • By Appointment
    Minneapolis, MN 55413

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