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Abacus Planning Group, Inc.

Headquartered in COLUMBIA, SC

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Firm Information

Abacus Planning Group, Inc. is a Registered Investment Advisor based in Columbia, SC. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles. They manage over $1.6 billion in assets and have a client base that includes high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Abacus Planning Group, Inc.

2500 DEVINE STREET

COLUMBIA, SC 29205-2400

$1.68B

Assets Under Management

9

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ABACUS PLANNING GROUP, INC. has a total of 3 branch locations across the country.
location

COLUMBIA, SC

location

BRANDON, FL

location

Greenville, SC

Advisors at Abacus Planning Group, Inc.

View All 14 Advisors
Unclaimed
Cheryl Rene Holland

CFP®, RA

COLUMBIA, SC

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Unclaimed
Stephen Jones Scott

CFP®, RA

BRANDON, FL

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Unclaimed
Ann Josey Beckwith

CFP®, RA

COLUMBIA, SC

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Unclaimed
Corinne Sheridan Hanna

CFP®, RA

COLUMBIA, SC

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Unclaimed
William R. Jeter

CFA®, RA

COLUMBIA, SC

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Unclaimed
Anne marie E. Ashworth

CFP®, RA

COLUMBIA, SC

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Unclaimed
Bailey Osborne Davis

RA

COLUMBIA, SC

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Unclaimed
Ximena Alexandra Chastain

CFP®, RA

COLUMBIA, SC

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Disclosures

There are no public disclosures for Abacus Planning Group, Inc..

Frequently Asked Questions (7)

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