# Lorne Abramson

> Lorne Abramson is a fee-only financial advisor at Abramson Financial Planning, LLC in Burlingame, California, who holds the CFA, CFP and CTEC credentials. Lorne charges a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,600 and $320 an hour) and focuses on retirement planning, flat-fee planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/lorne-abramson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Abramson Financial Planning, LLC
- **Based in:** Burlingame, California
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,600; $320 an hour
- **Credentials:** CFA, CFP, CTEC, EA, MBA
- **Specialties:** Retirement planning, Flat-fee planning, Sustainable & impact investing
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2620072 (https://adviserinfo.sec.gov/individual/summary/2620072)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 65 (1995), Series 63 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://abramsonfp.com

## Frequently asked questions

### Is Lorne Abramson a fee-only financial advisor?

Yes. Lorne Abramson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lorne's firm.

### How does Lorne charge for financial advice?

Lorne charges a flat fee or retainer, hourly fees and a one-time planning fee.

### How much does Lorne charge?

According to Abramson Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $1,600; $320 an hour.

### Where is Lorne Abramson based?

Lorne Abramson is based in Burlingame, California.

### What does Lorne specialize in?

Lorne's specialties include retirement planning, flat-fee planning and sustainable & impact investing. Lorne works with retirees and pre-retirees.

### What credentials does Lorne Abramson hold?

Lorne Abramson holds the CFA, CFP, CTEC, EA and MBA credentials.

### Is Lorne Abramson registered with the SEC?

Yes. Lorne Abramson is registered as an investment adviser representative in CA and NY (CRD 2620072), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Lorne Abramson?

Through Lorne's website, abramsonfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48275): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://abramsonfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.