A complete list of active advisors currently associated with Abby Advisors LLC
Warmer can help you find a great advisor at Abby Advisors LLC or one who fits your needs even better.
ABBY ADVISORS LLC is a fee-only registered investment adviser founded in November 2024 and overseen by its sole principal, Jason Joseph. The firm states it provides investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth individuals, and corporations; as of December 2025 it reported $0 in discretionary and non‑discretionary assets under management. ABBY describes an investment process built around asset allocation and a mix of fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, and cash equivalents and that can be managed on a discretionary or non‑discretionary basis. The firm may use both passive and active vehicles, focuses on longer‑term holdings while permitting short‑term trades as appropriate, and recommends Charles Schwab for custody and trade execution. Compared with many investment‑manager peers that rely primarily on percentage‑of‑AUM billing, ABBY offers a range of planning fee arrangements including fixed project fees, a recurring monthly planning subscription ($199–$499), and an hourly rate ($250/hour) for project‑based work — the availability of hourly billing is relatively uncommon for firms in this category. The firm also discloses it does not accept commissions, does not custody client assets directly, and permits client‑imposed investment restrictions while exercising negotiated discretionary authority when engaged.
To learn more about the advisors currently working at Abby Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dobbs Ferry, NY
| 1
|
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