Abundance Wealth Management

What Abundance Wealth Management does

Abundance Wealth Management is an independent, family-owned financial advisory firm founded in 2022 and headquartered in Minneapolis, Minnesota, serving clients nationally. The firm provides comprehensive financial planning, investment management, and insurance services, with a primary focus on profitable small-to-medium business owners and maturing professionals who sit on complex compensation such as equity awards. Its core product is a tiered, flat-fee financial planning engagement — Foundational at $3,000, Advanced at $3,500–$5,500, and Executive at $6,000–$10,000 — supplemented by an Assets-Under-Management (AUM) wealth management offering using a flat-tier fee schedule and an optional monthly Proactive Planning subscription that is bundled at no charge for clients with $750k+ invested.

The firm's planning methodology is a structured three-step process — Create the Plan, Implement the Plan, and Grow the Plan — delivered by a three-person team led by co-founders Allison Cline (CFP, ChFC) and Ben Cline (CRPS), with Andrew Knutson (CFP, ChFC, RICP) heading planning and compliance. The technology stack is light: a Wix-hosted marketing site, an intake funnel centered on a Strategy Assessment form, and content distribution through The Abundance Mindset podcast (Apple Podcasts, Spotify), a YouTube channel, and an email newsletter that delivers an equity-compensation guide as a lead magnet. Securities are routed through Van Clemens & Co. (FINRA/SIPC member) and advisory services through Van Clemens Wealth Management (a registered investment advisor, CA License 4234803), both separate legal entities that enable Abundance to operate without product-company affiliations.

The business model combines one-time planning fees with recurring AUM fees and an optional recurring Proactive Planning subscription, accessed through a sales-led direct channel (Strategy Assessment) and a community-led content channel (podcast, YouTube, newsletter, referrals). The client minimum profile is $1M in investable assets, extending to $10M+, and primary segments are explicitly two personas — Business Owners and Maturing Professionals — with the firm positioning independence and conflict-free advice as its core value proposition.

Name

Abundance Wealth Management

Legal name

Abundance Wealth Management

Website

https://www.abundancewm.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Abundance Wealth Management is an independent, family-owned financial advisory firm in Minneapolis offering tiered flat-fee financial planning, AUM-based wealth management, and Proactive Planning subscriptions for business owners and maturing professionals nationwide.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

Keywords

• Financial planning services
• Wealth management
• Investment management
• Retirement planning
• Estate planning

Headquarters

HQ city

Bloomington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning Fees: Flat, one-time fees for creating personalized financial plans. Three tiers: Foundational ($3,000), Advanced ($3,500-$5,500), Executive ($6,000-$10,000). Includes initial strategy assessment followed by personalized planning quote.
2. Wealth Management Fees: Fee based on percentage of client's total Assets Under Management (AUM) for clients who elect active investment management. Uses flat tier fee schedule where all assets are billed at the lowest rate the client qualifies for.
3. Proactive Planning Fees: Optional monthly financial planning fee for enhanced planning support. Available to clients with less than $750k invested. Clients with $750k+ receive proactive planning at no additional cost.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels5 records

Core offering

Abundance Wealth Management delivers comprehensive financial planning and investment management services to individuals and business owners through a tiered structure: Foundational Plan ($3,000), Advanced Plan ($3,500–$5,500), and Executive Plan ($6,000–$10,000) as one-time engagements, plus an AUM-based wealth management service and an optional monthly Proactive Planning subscription. The firm also provides a free Strategy Assessment as the entry-point consultation to identify client blind spots and produce a personalized planning quote.

Product overview

Abundance Wealth Management is an independent, family-owned financial advisory firm offering comprehensive financial planning, investment management, and insurance services. The core offering is structured as a tiered financial planning service with three main packages: Foundational ($3,000), Advanced ($3,500-$5,500), and Executive ($6,000-$10,000), each catering to different complexity levels of client needs. The firm layers a wealth management service that charges fees based on Assets Under Management (AUM) with an optional Proactive Planning add-on for enhanced ongoing support. A Strategy Assessment serves as the entry point for new clients, leading to personalized planning quotes. The firm also produces educational content through The Abundance Mindset podcast (Apple Podcasts/Spotify) and YouTube channel as client acquisition and education vehicles.

Differentiator

Problem solved

Functional benefit

Brands

• The Abundance Mindset: A podcast by Abundance Wealth Management focusing on financial planning topics for professionals and business owners.

Products and services

• Foundational Plan Entry-level financial planning package priced at a flat $3,000 one-time fee, designed for individuals with capacity to save more and seeking help establishing and improving their portfolio growth strategy. Includes cash flow planning, portfolio rebalancing and diversification, risk management audit, and retirement savings review.
• Advanced Plan Mid-tier financial planning package priced at $3,500-$5,500 one-time fee, targeted at established individuals and families seeking professional guidance for optimizing their financial plan. Covers employer stock plans, stock options and RSUs, tax strategy analysis, and accumulation strategies from tax, retirement, and estate perspectives.
• Executive Plan Premium financial planning package priced at $6,000-$10,000 one-time fee, designed for business owners, executives, and high net worth individuals. Includes business and succession planning, legacy and estate planning, inter-professional coordination, Medicare and Social Security strategies, and retirement income and distribution planning.
• Wealth Management (AUM-based) Active investment management service for clients who elect to have Abundance manage their investments, charging a fee based on a percentage of the client's total Assets Under Management (AUM). Uses a flat tier fee schedule where all assets are billed at the lowest rate the client qualifies for.
• Proactive Planning Optional monthly financial planning subscription for clients with less than $750k invested with Abundance; clients with $750k+ invested receive proactive planning at no additional cost. Includes regular planning deliverables, proactive tracking and evolution of the financial plan, and priority support.
• Strategy Assessment Initial focused conversation to review the client's overall financial plan, explore blind spots and inefficiencies, and clarify priorities. Serves as the intake process leading to a personalized planning quote.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Van Clemens & Co.coreChannel Partner/ Reseller/ DistributorSecurities offered through Van Clemens & Co., member FINRA/SIPC. This is a separate entity from Abundance Wealth Management providing securities brokerage services as part of the firm's regulatory structure for serving clients.
• Van Clemens Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAdvisory services offered through Van Clemens Wealth Management, a registered investment advisor. Separate entity from Abundance Wealth Management. CA License: 4234803.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• Facet Wealth: Flat-fee digital financial planning firm offering tiered, transparent advice for mass-affluent and HNW clients. Direct peer to Abundance's flat-fee planning model with similar mission of conflict-free advice, but at greater scale and with technology-enabled delivery.
• Harness Wealth: Financial advisory platform purpose-built for tech employees navigating equity compensation, RSUs, stock options, and liquidity events. Closely overlaps Abundance's 'Maturing Professionals' segment and content themes around equity comp.
• Domain Money: Flat-fee financial advisor matching clients with dedicated CFPs for comprehensive planning. Direct competitor to Abundance's tiered planning offering with similar pricing philosophy and target demographic of high-earning professionals.
• Allworth Financial: Independent, fee-only RIA serving mass-affluent households with retirement, tax, and estate planning. Direct peer given similar fiduciary positioning, flat-fee structures, and broad financial planning scope for the same demographic.
• Buckingham Strategic Wealth: National RIA focused on business owners and high-net-worth households with comprehensive wealth planning, tax strategy, and succession services. Direct peer to Abundance's business-owner segment focus and comprehensive planning model.
• Modera Wealth Management: Fee-only RIA providing holistic financial planning and investment management for professionals, business owners, and near-retirees. Direct peer in the independent, planning-led RIA category serving mass-affluent and HNW households.
• Rebalance: Flat-fee investment management and financial planning firm using a team-based advisor model for mass-affluent clients. Comparable in transparent flat-fee philosophy and target customer, though more investment-management weighted.

Broad incumbents

• Creative Planning: One of the largest U.S. independent RIAs offering comprehensive wealth management, tax, estate, and business planning to HNW and UHNW clients. Broad incumbent that competes for the same business-owner and HNW segment Abundance targets, but at much greater scale.
• Carson Wealth: National RIA platform serving mass-affluent and HNW clients with holistic planning, investment management, and business-owner services. Broad incumbent overlapping Abundance's target segments and comprehensive planning approach.

Others

• Van Clemens Wealth Management: Registered investment advisor that hosts Abundance's advisory platform and provides brokerage services through its affiliated broker-dealer. Included as a critical ecosystem partner rather than a competitor, but materially comparable in offering comprehensive wealth management to similar clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@AbundanceWealthManagement
• LinkedInlinkedin.com/company/abundance-wealth-management

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Abundance Wealth Management