Abacus Financial Planning

Overview

Abacus Financial Planning is a small, owner-operated limited liability company that offers financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients via a percentage-of-assets-under-management fee and also uses hourly charges for some engagements. It is registered to do business in Louisiana and Washington and is classified as an unclassified, individual-owned adviser; it does not act as a capital allocator. The practice appears to be focused on direct advisory work rather than wholesale manager-of-managers activity. Advisory services listed on filings emphasize financial planning and portfolio management for individual and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices