Abbington Wells LLC.

Abbington Wells serves primarily individual clients while also accepting corporate, trust and institutional accounts, and provides portfolio management along with financial planning services such as cash-flow, college, retirement, tax and estate planning and pension consulting. The firm charges percentage-of-AUM advisory fees and offers both discretionary and non‑discretionary account management consistent with typical independent advisers.

Portfolios are built around asset-allocation approaches that can combine passive index/ETF exposures with actively managed securities and employ multiple methods of analysis, including technical, fundamental and mechanical quantitative modeling. The firm permits a range of strategies—including options and margin/leverage when appropriate—and notes that its mechanical models can lead to more frequent, quarterly portfolio adjustments with potential tax consequences.

Distinctive features include the very small scale of the practice (managing roughly $1.55 million for a small number of clients) and disclosures that firm personnel may also be licensed as insurance agents or transact securities outside the advisory business, activities the firm says can occupy a significant portion of business time and that may create conflicts of interest. The firm also does not vote client proxies, typically executes trades under a limited power of attorney, and provides periodic net‑worth reporting and custom reports/charts as part of its client communications.