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, offers investment advice and financial planning services tailored to individual client needs. They gather financial information, assess risk tolerance, and create customized portfolios. Services include financial planning, risk management, tax review, and estate planning.