Become a Client
You’ve done an amazing job building your army of dollar bills, but with success comes growing complexities you don’t have time for and new opportunities you don’t want to miss. We use our decades of experience and future-friendly approach to protect and grow your wealth so you can focus on what really matters. Ready to take our relationship to the next level?
Working with Abound Wealth
We’re fee-only fiduciary advisors who genuinely want to see you thrive. If your financial life has gotten complex, time consuming, or your assets have crossed over that $500-750K threshold, it could be time to take our relationship to the next level. Our team specializes in hands-on wealth management with easy to understand plans for smart savers who are passionate about building financial independence.
A Few FAQ's
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Yes. Abound Wealth adheres to the fiduciary standard. Advisors that adhere to this standard must place the best interests of the client before their own interests.
Not all financial advisors adhere to the fiduciary standard, but Abound Wealth believes operating with full transparency is the best practice and the fiduciary standard aligns with the way we want to do business.
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Yes. Abound Wealth is a fee-only financial advisory firm. We’re paid through one transparent advisory fee and nothing else. No commissions, no product sales, no kickbacks. We don’t sell insurance, and no third party pays us to steer you in any direction. Our advice is the product and, as a fiduciary, we place the best interests of our clients first.
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Abound Wealth charges a single, graduated advisory fee based on assets under management (AUM). That one fee covers your entire comprehensive plan: investments, tax strategy, retirement and cash flow, estate, insurance analysis, and education funding. No extra service fees or surprises.
Your fee doesn’t start until after your second onboarding meeting, once you’ve seen the full plan. There are no contracts or surprise fees; we’d rather earn the relationship every year than lock you into a contract.
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Abound Wealth’s minimums fall between $500k–$750k, depending on account structure and personal circumstances. It generally makes the most sense to bring on a holistic financial advisor after you’ve reached at least $500k in assets.
With free information available, including our Money Guy show, staying on top of your financial life is easier than ever. Take full advantage of the resources available at moneyguy.com to keep growing your wealth.
Getting close? You may also be eligible for LevelUp, our short term dedicated financial planning support to help close the gap.
Ready to get started on your beautiful tomorrow?
Fill out the form below and help us get to know you! An Abound team member will follow up and help you take the next step.