Firm
Abundo Wealth
Minneapolis, Minnesota
Fee-only
Abundo Wealth at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 11 advisors are listed here; 6 of 11 hold the CFP.
- Its Form ADV reports 15 employees.
- Its ongoing planning fee starts at $2,388 a year, above the Minnesota median of $2,100.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | abundowealth.com |
| [email protected] | |
| Phone | (174) 128-1848 |
Abundo Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,388 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
In the firm's words
"PER MONTH" source
"No account minimums" source
"The only fee we receive from you is your low, monthly subscription payment." source
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 | Fixed fees |
|---|---|
| Employees | 15 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-122364) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 304612 |