Abacus Planning Group

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Trust Score 98%
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Abacus Planning Group, federally registered in 1998, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 17 advisors. Abacus Planning Group manages $1.0 billion and provides investment advisory services for 238 clients (1:14 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Mary Laird Whitmire Green
Avg Advisor Trust Score 98
Avg Advisor Years Registered 8
Minimum Investment $-1
Average Client Balance $4,389,472
Total AUM $1.0 billion
Advisor / Client Ratio 1:14
Headquarters Columbia, SC
SEC Filings Forms and Brochures    (CRD # 107994)
State(s) Registered CA, FL, GA, NY, NC, OK, PA, SC, TX, VA


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