Firm
Abunda Financial
Sausalito, California
Fee-only
Abunda Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 35 individual clients, 26 of them high net worth.
- Its average account is about $832,000 (assets it manages divided by its 124 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Sausalito, California |
|---|---|
| Website | abundafinancial.com |
| [email protected] | |
| Phone | (415) 339-8944 |
Abunda Financial fees
Abunda Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 9 |
| High-net-worth clients | 26 |
| Accounts managed | 124 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-68963) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 120177 |