A complete list of active advisors currently associated with Abundance Financial Planning

Warmer can help you find a great advisor at Abundance Financial Planning or one who fits your needs even better.

Abundance Financial Planning provides financial planning and investment analysis to individuals and high-net-worth clients through comprehensive and project-based engagements. The firm delivers written, client-tailored recommendations covering cash flow, retirement, tax-aware strategies, estate considerations, and employer benefits as part of an advice-only, fee-only practice and does not accept custody or execute trades. AFP’s work is planning-centered and descriptive: it evaluates asset allocation, diversification, tax efficiency, and performance relative to benchmarks to inform client decision-making rather than implementing investment decisions. Clients receive periodic reviews as part of ongoing planning relationships and may engage third-party professionals at the firm’s recommendation; clients retain responsibility for executing investment actions and choosing custodians. Notably, despite being listed as an investment-manager category for this profile, the firm reports no assets under management and does not offer discretionary management or percentage-of-AUM fees, instead using flat and project-based planning fees and hourly arrangements. The firm also provides routine regulatory disclosures to clients (annual brochure or summary of material changes) and is operated by a single principal who serves as the firm’s compliance officer and sole advisory representative.

To learn more about the advisors currently working at Abundance Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.