Abunda Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abunda Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, endowments, qualified retirement plan sponsors and other entities, including clients facing sudden-wealth events. Services described in the brochure include customized equity and fixed‑income portfolio management, ongoing financial and tax planning, and occasional tax return preparation upon request.
The firm emphasizes a long‑term horizon and independent security analysis, offering both discretionary and non‑discretionary relationships and tailoring portfolios and restrictions to individual client objectives. Unlike many peers, the firm reports the bulk of its assets under non‑discretionary authority (approximately $90 million non‑discretionary versus $13 million discretionary as of February 28, 2026) and delivers advice through annual or quarterly retainer arrangements alongside account management.
Noteworthy features that distinguish the firm from many supported peers are its provision of occasional educational seminars and workshops and the availability of tax return preparation and instructor services as part of its client offerings. The firm also states it accepts no commissions or product sales, and its principal holds professional credentials (CFP, CFA, and Enrolled Agent), which are integrated into the firm’s combined investment, tax and planning services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Check-Up consultation fees range from $950 to $1,500, paid in advance; initial year retainer fees $7,000 to $50,000
$0 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.8% $2,000,000+: 0.7%
Minimum fee: Flat, annual retainer fees ranging from $5,000 to $50,000 annually, payable quarterly in advance Fee-only: Fee-only compensation; no commissions or 12b-1 fees accepted
Main office
One Harbor Drive, Suite 300
Sausalito CA 94965
Advisors at this office
1
Most active in
California
Also doing business as
Abunda Financial, LLC · Janet L. Campbell · Jl Campbell Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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