Abundant Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and charitable organizations. It manages roughly $100 million across about 55 client relationships and offers both discretionary and non‑discretionary portfolio management, standalone financial planning, and limited‑term estate administrative support.
The investment process emphasizes portfolio‑level construction and strategic asset allocation, relying primarily on mutual funds and ETFs and a long‑term, risk‑adjusted return review of investments. The firm applies tax sensitivity to trading decisions and may include platform‑based alternative investments in managed portfolios, while treating certain direct or private illiquid investments as client‑directed and outside of discretionary AUM.
Distinctive operational features include bundling financial planning with wealth management services and providing administrative support to estate representatives (without legal advice). As a small, two‑advisor RIA established in 2021 and recently registered with the SEC, the firm operates without broker‑dealer affiliations, does not accept commissions, and leaves proxy‑voting authority with clients.
Client services
Expertise
Fee options
$350 to $25,000 based on scope and complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $20,000,000: 0.50% annually $20,000,001+: 0.25% annually
$175 to $500 per hour
Account minimum: $2,000,000 Minimum fee: $17,500 annually Fee-only: Hourly consulting fees $175 to $500 per hour; flat fees range from $350 to $25,000
Main office
4961 La Gama Way
Santa Barbara CA 93111
Advisors at this office
2
Most active in
California
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.
Quick links
Advisors at this firm
Aaron R
CFP®
Santa Barbara, CA
Abundant Wealth Partners, LLC
Aaron Ritter is a CFP® professional with 15 years of industry experience. He currently serves as an advisor at Abundant Wealth Partners, LLC and also operates as an independent contractor for Avalan, LLC. He receives quarterly note payments from West Coast Financial tied to an equity purchase agreement dated in 2016. Abundant Wealth Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $100 million across 55 client relationships, focusing on portfolio construction, strategic asset allocation, and tax-sensitive trading decisions.
Kristen R
Series 65
Santa Barbara, CA
Abundant Wealth Partners, LLC
Kristen Ritter is a financial advisor at Abundant Wealth Partners, LLC with three years of industry experience. She holds a Series 65 credential and previously worked for the Santa Barbara Unified School District for twelve years. Abundant Wealth Partners, LLC is a small investment advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management, financial planning, and limited estate administrative support. The firm employs long-term risk-adjusted return analysis and fundamental reviews in its investment approach, offering both discretionary and non-discretionary services tailored to client goals.
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