Abacus Wealth Partners

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Total assets under management

$3,270,847,563

Total clients

1,519

37% high-net worth

Total advisors

of 67 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$2,153,290

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting services

Fee options

Fixed

Flat fees may apply for specific consulting services such as real estate consulting, with estimates discussed in advance.

Percentage

$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% above $15,000,000+: 0.25%

Project-based

Fees for financial planning and consulting services can be charged hourly or fixed fees depending on the engagement.

Performance-based

Performance fees are charged only to investors in the Align Impact Fund based on predetermined performance metrics.

Other

Account minimum: No minimum portfolio size required; however, there is generally a minimum annual fee of $5,000 for financial planning and a minimum annual fee of $1,000 for investment management services only. Minimum fee: Minimum annual fee of $5,000 for financial planning; minimum annual fee of $1,000 for investment management services only.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Main office location

Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500

Santa Monica CA 90401, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 888-422-2287

Advisors at this firm

Brenda C

Series 63, Series 65

Santa Monica, CA

Abacus Wealth Partners

Daria V

CFP®

San Francisco, CA

Abacus Wealth Partners

Elizabeth B

CFP®

Chapel Hill, NC

Abacus Wealth Partners

Emily B

CFP®, Series 65

Santa Monica, CA

Abacus Wealth Partners

David R

Series 65

Lakewood, CO

Abacus Wealth Partners

Brenton K

CFP®

Santa Monica, CA

Abacus Wealth Partners

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