Eric B. Simonson
ABUNDO WEALTH
Houston, TX 77006
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CRD#: 5352500
Professional summary
Eric Blake Simonson, CFP® is a registered financial advisor currently at ABUNDO WEALTH located in Houston, Texas.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Hi! I'm Eric Simonson, and I'm the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is minimize fees, maximize life. We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.
We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.
We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.
If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Education Planning
Estate Planning
Debt Management
Insurance Planning
Budgeting
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Fixed Fee (Subscription, Retai...
Millennials
Socially Responsible Investmen...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Eric Simonson is the Founder of the Advice-Only Network (AON). AON is a public and consumer awareness platform for advice-only financial advice. He spends approximately 2 hours per week on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Blake Simonson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
August 21, 2019 - Present
ABUNDO WEALTH
Office #1: 3217 Montrose Blvd Suite 228, #5, Houston, TX 77006RIA
CRD#: 304612
Houston, TX
Past
December 16, 2013 - August 1, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EDINA, MN
Past
November 6, 2007 - August 1, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EDINA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ABUNDO WEALTH
ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.
CRD#: 304612 / SEC#: 801-122364
RIA
Registered Investment Advisory firm - (9/23/2021 Approved)Minnesota
Registered Investment Advisory firm - (10/6/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/6/2022)
IAR
Minnesota(8/21/2019)
IAR
New York(7/6/2022)
IAR
Texas(7/6/2022)
IAR
Washington(7/6/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ABUNDO WEALTH
ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.
CRD#: 304612 / SEC#: 801-122364
RIA
Registered Investment Advisory firm - (9/23/2021 Approved)Minnesota
Registered Investment Advisory firm - (10/6/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006
Mailing Address
Phone number
(612) 502-5806
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (15 States and Territories)
Documents
Red Flags
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