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 is a fee-only, advice-only registered investment adviser that provides comprehensive and project-based financial planning and investment analysis for individuals and high-net-worth clients. Services described in the brochure include retirement planning, tax-aware strategies, estate and business planning, college savings, benefits reviews, and portfolio analysis conducted within the planning engagement. The firm delivers non‑discretionary, analysis-focused recommendations and does not execute trades, accept custody of client assets, or act as an investment manager; clients are responsible for implementing any investment decisions through their chosen custodians or service providers. AFP uses generally accepted analytical methods—such as asset-allocation and diversification review, risk and tax-efficiency assessment, and performance benchmarking—to develop written recommendations tailored to each client’s circumstances. Distinctive features in the brochure include an explicit absence of portfolio management services and no use of percentage-of-assets fees (the firm reports $0 in assets under management), operating strictly on a fee-only, commission-free basis. The firm documents recommendations in written reports and issues annual Brochure updates or summaries of material changes, and it may coordinate with third-party professionals for implementation without receiving referral compensation.

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.

Name	Location	Years of experience
Kyle Restad	Caldwell, ID	15

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