Abacus Financial Planning

Overview

Abacus Financial Planning is a small, privately held limited liability company that provides fee-based financial planning and portfolio management targeted at individuals and small businesses. The firm is owned by an individual and bills clients using a combination of a percentage of assets under management and hourly fees. It does not position itself as a capital allocator and reports that it is not an active ESG investor. The firm is not registered as a multistate adviser and is not identified as newly formed; its SEC registration year is not provided in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives