Abacus Planning Group, INC.

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Assets Under Management

$1.9B

Number of Clients

306

Number of Advisors

Average Client AUM

$6.2M

AUM per Advisor

$135.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Abacus Planning Group, founded in 1998, is an SEC-registered investment adviser. They focus on individual client needs, gathering financial information to create and manage portfolios. They offer financial planning services including goal setting, investment philosophy, financial independence, education funding, risk management, income tax review, and estate planning review.

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$18,000

Financial Plan Fee:$8,000 - $200,000

Abacus charges fees for financial planning and portfolio management. Financial planning fees range from $8,000 to $200,000 annually. Portfolio management fees are based on assets under management, with different rates for investment advisory and financial planning, investment-only, and ERISA-qualified plan-only services. If a client chooses to custody their investments other than at Schwab, they are subject to an additional 0.10% fee per year. The minimum annual investment advisory and financial planning fee is $18,000. Fees are negotiable, and clients are billed three times per year in advance.

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