Eric Simonson
Founder of an advice-only firm offering low-cost, conflict-free comprehensive planning to people that investment minimums leave out.
Abundo Wealth · Houston, Texas
Eric Simonson is a fee-only financial advisor at Abundo Wealth in Houston, Texas, who holds the CFP and CRPC credentials. Eric charges a subscription (ongoing planning from $2,388 a year and no asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
About
Eric Simonson is the founder and CEO of Abundo Wealth. He spent more than a decade as a financial advisor at a Fortune 500 company, where he saw that high investment minimums kept many people from getting the advice they needed.
Wanting to make financial guidance more inclusive, Eric left that role and built Abundo around an advice-only model aimed at honest, unbiased advice with fewer conflicts of interest. The firm has grown quickly and now works with thousands of people, with a focus on long-term client relationships built on empathy and expertise.
Facts
| Firm | Abundo Wealth |
|---|---|
| Based in | Houston, Texas |
| Fee model | Subscription |
| Fees (firm's website) | Ongoing planning from $2,388 a year · No asset minimum |
| Fees (Advice-Only Network profile) | Subscription $199 a month |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in TX · CRD 5352500 |
| Exams passed | Series 66 (2007) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | abundowealth.com |
| Profile |
How Eric's firm compares
- Ongoing planning starts at $2,388 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
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Questions about Eric
Is Eric Simonson a fee-only financial advisor?
Yes. Eric Simonson is listed in the Advice-Only Network (advice-only practices, no product sales) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a subscription.
How much does Eric charge?
According to Abundo Wealth's website, checked October 28, 2026: ongoing planning from $2,388 a year; no asset minimum.
Does Eric work with clients virtually?
Yes. Abundo Wealth says on its website that it works with clients remotely.
Where is Eric Simonson based?
Eric Simonson is based in Houston, Texas.
What does Eric specialize in?
Eric's specialties include retirement planning. Eric works with early-career professionals and pre-retirees.
What credentials does Eric Simonson hold?
Eric Simonson holds the CFP and CRPC credentials.
Is Eric Simonson registered with the SEC?
Yes. Eric Simonson is registered as an investment adviser representative in TX (CRD 5352500), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Eric Simonson?
Through Eric's website, abundowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- XY Planning Network directory listing : XYPN members are fee-only
- Abundo Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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