Eric Blake Simonson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Business Services
- Education Funding
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
- Tax Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.
Contact Information
Main Address
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006Phone Number
(612) 502-5806# of Employees
15SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Part 2 Brochures
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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.
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Primary Firm SEC Registration
ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.
State Registrations and Notice Filings
(1/5/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Blake Simonson's CRS (Customer Relationship Summary).
Services Offered by Eric
- Investment Management
- Business Services
- Education Funding
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
- Tax Planning
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
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