Abramson Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abramson Financial Planning, LLC is a state-registered, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Services are delivered as written or electronic financial plans and through specialized packages (including a one-time financial review and a goal-based comprehensive retirement plan) rather than ongoing discretionary portfolio management.
The firm does not provide investment management or accept custody of client assets; instead, it makes investment recommendations and implementation is left to clients and their chosen custodians. Retirement planning engagements use third‑party goal-based planning software with iterative modeling in video conferences, and the adviser coordinates with clients’ tax and legal professionals when appropriate.
Distinctive features include a principal with CFP, CFA and EA credentials and prior portfolio management experience who nevertheless operates a planning‑only business that does not charge percentage‑of‑AUM fees or offer discretionary portfolio management. The firm is a recent solo practice with a small client base and discloses reliance on a single principal for continuity, with no plan for business continuation in the event of the principal’s death.
Client services
Expertise
Fee options
Financial Review package: $1,600 minimum, up to $3,840; Comprehensive Retirement Plan package: $2,560 minimum, up to $5,120.
$320 per hour, billed in six-minute increments with a one-hour minimum for returning clients.
Fee-only: Flat fees for specialized financial planning packages ranging from $1,600 to $5,120; hourly fee of $320 per hour for returning clients.
Main office
Burlingame CA
Advisors at this office
1
Most active in
California · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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