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Eric Simonson

CFP®

CRPC®

CLTC®

he/him/his

Contact Information

Houston, TX

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Hi! Thanks for finding me 👋!

My name is Eric Simonson and I'm the founder & CEO of Abundo Wealth. After spending over a decade as a financial advisor at a Fortune 500 company, I realized a significant gap in the availability of financial advice. Many individuals were unable to access traditional advisory services due to high minimum investment requirements, leaving them without the help they critically needed. Driven by a passion to make financial guidance more inclusive, I left my corporate role to found Abundo Wealth, a firm built on a groundbreaking advice-only model.

Abundo is committed to offering honest, unbiased advice that benefits the client and focuses on reducing conflicts of interest. Our business and team has grown exponentially and we have the privilege of working with thousands of people to help them achieve their financial goals.

We pride ourselves on building long-lasting relationships with our clients, guiding them through life's financial journeys with empathy and expertise.

To learn more about our team, how we work, and to get started, visit our website.

Typical Fee (Computed Monthly)*

$189

Fee Models
  • Monthly:

    $189/mo

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Young Professionals

  • Pre-Retirees

  • Travelers

  • Families with Children

  • FIRE

Areas Of Specialization
  • Pre-Retirement Planning

  • Early Career Planning

  • Career Planning

  • College Savings

  • Budgeting

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.