Eric Simonson
CFP®, CRPC®, CLTC®
Abundo Wealth
Founder & CEO
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
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Eric Simonson is a NAPFA-Registered Financial AdvisorThe 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.
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Eric Simonson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Eric Simonson is a Member of the XY Planning NetworkThe 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.
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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.
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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.
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Eric Simonson is Quoted in the New York Times: "You Hate Risk. You Need Growth. What Do You Do?"
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Eric Simonson is Quoted on NerdWallet.com: "Online or In Person: What’s the Better Way to Get a Loan?"
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Eric Simonson is Quoted in Forbes: "5 Questions To Ask Before You Share A Credit Card"
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Eric Simonson is Quoted in USA Today: "Online or in-person: What’s the better way to get a loan?"
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Eric Simonson is Quoted on Kiplinger: "When Renting Is Smarter Than Buying"
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Eric Simonson is Quoted on CNN.com: "How much should you be spending on vacations?"
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Eric Simonson is Quoted on BankRate.com: "Booking on a budget: Get home for the holidays with these tips"
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Eric Simonson is Quoted on NerdWallet.com: "Dental Loans: Compare Financing Options for Dental Procedures"
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Eric Simonson is a 2014-2019, 2021 Five Star Professional Award Winner
Contact Eric Simonson
Office Locations:
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By Appointment
Minneapolis, MN 55413
