Eric Simonson: The Case for Flat-Fee Financial Advice

Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition, he heads up the Advice-Only Network, which is a platform dedicated to helping consumers find advice-only financial planners. Before starting Abundo, Eric was a financial advisor and managing director of Ameriprise Financial. He’s a certified financial planner and received bachelor’s degrees in finance and English from the University of Minnesota. Eric, welcome to The Long View.

Background

Bio

Abundo Wealth

Advice-Only Network

Philosophy, Financial Advice, and FIRE

“Our Investment Philosophy,” by Eric Simonson, abundowealth.com, Aug. 2, 2022.

“What Is a Flat Fee Financial Advisor?” by Eric Simonson, abundowealth.com, May 8, 2022.

“Investments Are a Small Part of Financial Advice,” by Jeremy Zuke, abundowealth.com, Jan. 13, 2025.

“When Do You Need a Financial Advisor?” by Lori Bodenhamer, abundowealth.com, June 22, 2022.

“What If You Can’t Retire Yet?” by Chris Mamula, abundowealth.com, Feb. 26, 2023.

“The Value of International Diversification,” by Jeremy Zuke, abundowealth.com, July 7, 2024.

“DIY Investing: Managing Your Own Investment Accounts Is Easier Than You Think,” by Lori Bodenhamer, abundowealth.com, July 20, 2022.

Travel Hacks

“How to Travel and Still Meet Your Financial Goals,” by Eric Simonson, abundowealth.com, Aug. 1, 2022.

“How to (Properly) Use Your Credit Card Points When Booking Travel,” by Andrew Dressel, abundowealth.com, Aug. 24, 2022.

Other

RightCapital

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