Advisor at Abacus Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Abacus Wealth Partners
Location
Kapaa, HI
Credentials
CFP®, Series 65
Industry experience
12 years
Based on Abacus Wealth Partners
Based on Abacus Wealth Partners
Agreed-upon flat fee applicable for certain consulting services such as real estate-related investments; fees billed according to hourly rates and policies.
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $15,000,000: 0.50% annually $15,000,001+: 0.25% annually
Minimum fee: Minimum annual fee of $1,000 for investment management services; minimum annual financial planning fee of $5,000 for clients with management fees less than $10,000. Fee-only: Financial planning fees generally $5,000 annually for clients not meeting minimum management fee threshold or for stand-alone planning engagements.
Kapaa, HI
California · Hawaii · Texas
Abacus Wealth Partners
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Kilauea, HI
Mission Financial Group, LLC
CFP®
Lihue, HI
Occidental Asset Management, LLC
CFP®, Series 63, Series 66
Kapaa, HI
Infinity Financial Services Advisory
ChFC®, Series 63, Series 65
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 65
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 66
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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