ABG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,790,453
Total clients
62
3% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$157,911
About
ABG Financial Services is a solo registered investment adviser that serves individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm provides financial planning, periodic educational seminars, and non‑discretionary equity advice, and refers clients to third‑party investment advisers for portfolio implementation.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, but portfolio implementation is carried out through third‑party platforms and sub‑advisors (including relationships with Buckingham Strategic Partners and AssetMark). ABG conducts due diligence and ongoing reviews of those third‑party managers, tailors model portfolios to client objectives and risk profiles, and delivers financial plans on a fixed or hourly basis.
Noteworthy for a solo independent adviser, ABG combines a licensed insurance affiliation with a business model that relies on fee‑sharing from third‑party managers rather than primarily charging direct percentage‑of‑assets management fees, and it offers paid educational workshops as a regular client service. The firm does not perform direct portfolio management for individual client accounts itself, instead supervising and referring to outside managers—a structure that differentiates it from many peers.
Client services
Expertise
Fee options
Fixed fee for financial planning services starting at $2,500 (negotiable)
$0 - $250,000: 0.99% (ABG) + 0.41% (AssetMark) = 1.40% Total $250,001 - $500,000: 0.75% (ABG) + 0.30% (AssetMark) = 1.05% Total $500,001 - $2,500,000: 0.50% (ABG) + 0.20% (AssetMark) = 0.70% Total
$250 per hour for financial planning services (negotiable)
Fee-only: Fixed fees starting at $2,500 for financial planning; Hourly fees starting at $250/hour for financial planning; Educational seminars/workshops at $2,500 per person or $3,500 per couple
Main office location
ABG Financial Services, Inc.
3043 Riverstone Trail, Suite 100
Atlanta GA 30339, United States
Number of offices
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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