The Abc Squared

Overview

The Abc Squared is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is individual and family households, and the firm delivers financial planning services rather than operating as a broad wealth-management platform. The practice bills on hourly and fixed-fee arrangements, which aligns with a planning-centric model rather than a traditional asset-based advisory fee model. The firm is not identified as an active ESG investor, does not report multi-state adviser status, and is not presented as a pension consultant or capital allocator. An industry affiliation with an insurance company is noted.

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Investments & Alternatives

Location & Offices