Abundance Financial Planning (AFP) is an advice-only financial planning firm. AFP helps clients identify and achieve their financial goals through advice that considers their overall financial and personal circumstances. AFP offers comprehensive and project-based financial planning services, including cash flow and debt management, risk management, college savings, investment analysis, retirement planning, business planning, tax planning strategies, and estate planning. AFP does not manage investments or execute trades.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Planning: $2,495 to $3,495, depending on complexity, for an ongoing planning relationship with periodic reviews and updates.
- Single-Session Financial Planning: $495 to $795, depending on scope and preparation required, for a limited-scope engagement addressing specific questions or planning needs.
Annual Retainer:$2,495 - $3,495/year
One-Time Plan:$495 - $3,495
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