Abacus Wealth Factors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,892,828
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Abacus Wealth Factors is a fee‑only advisory firm that serves individuals and families as well as related entities such as trusts, estates, charitable organizations and small businesses. Services range from short engagements (a two‑hour consultation and a Financial Checkup Analysis) to comprehensive wealth management and ongoing portfolio management, and the brochure reports approximately $1.15 million in assets under management as of January 1, 2025.
The firm’s investment approach is grounded in Efficient Market and Modern Portfolio theories, favoring strategic asset allocation, broad global diversification and primarily passive vehicles (indexed mutual funds/ETFs); it prepares Investment Policy Statements and uses Monte Carlo simulations for retirement analysis. Abacus typically requests discretionary authority to implement and rebalance portfolios, encourages appropriate cash reserves for short‑term needs, and does not accept performance‑based compensation.
What is relatively distinctive versus many peers in the investment‑manager category is the combination of institutional portfolio services with retail‑oriented, fixed‑price planning options — including a stated hourly consulting rate and discrete short analyses — and the explicit inclusion of charitable organizations and small businesses among client types. The firm operates under a written Code of Ethics aligned with NAPFA/CFP standards, does not participate in wrap programs, and does not take custody of client assets.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Cash flow / budgeting
Wealth management
Fee options
Two-Hour Consultation fee: $350; Financial Checkup Analysis fee: $750
$0 - $300,000: $2,750 annually (Wealth Management) $300,001 - $450,000: $4,000 annually (Wealth Management) $450,001 - $750,000: $5,700 annually (Wealth Management) $750,001 - $1,000,000: $9,000 annually (Wealth Management) $1,000,001 - $1,500,000: $13,000 annually (Wealth Management) $1,500,001 - $2,000,000: $16,000 annually (Wealth Management) $2,000,001 - $3,000,000: $20,000 annually (Wealth Management) $3,000,001 - $4,000,000: $23,000 annually (Wealth Management) $4,000,001 - $5,000,000: $26,000 annually (Wealth Management) $5,000,001 - $7,500,000: $30,625 annually (Wealth Management) $7,500,001 - $10,000,000: $34,000 annually (Wealth Management) $10,000,001+: To Be Negotiated (Wealth Management) $0 - $500,000: 0.25% annually (Portfolio Management) $500,001 - $1,000,000: 0.225% annually (Portfolio Management) $1,000,001 - $2,000,000: 0.2% annually (Portfolio Management) $2,000,001 - $4,000,000: 0.175% annually (Portfolio Management) $4,000,001 - $5,000,000: 0.15% annually (Portfolio Management) $5,000,001 - $10,000,000: 0.125% annually (Portfolio Management) $10,000,001+: To be Negotiated (Portfolio Management)
$150.00 per hour, billable in 15 minute increments
Minimum fee: Portfolio Management minimum fee of $625 per quarter ($2,500 annually) Fee-only: Wealth Management and Portfolio Management fees as above; hourly consulting at $150/hour; flat fees for consultation and financial checkup
Main office location
Abacus Wealth Factors, LLC
318 Paradise Dr.
Savannah GA 31406-5738, United States
Number of offices
1
Most active in
Abacus Wealth Factors, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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