Abacus Planning Group

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Last updated: January 16th, 2020. Data source: SEC filings.

Abacus Planning Group, federally registered in 1998, is a Registered Investment Advisor (RIA) in 8 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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 8
Percentage of Advisors Trusted 94%
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 FL, GA, NY, NC, OK, PA, SC, TX

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