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Ximena Alexandra Chastain

Abacus Planning Group, Inc.

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About Ximena Alexandra Chastain

Ximena Alexandra Chastain is an Investment Advisor Representative with Abacus Planning Group, Inc.. Ximena is registered with the state of South Carolina and has been in the industry since May 1998. Ximena is a Certified Financial Planner. Abacus Planning Group, Inc. is a Registered Investment Advisor that has offices in Columbia, South Carolina. The firm's primary focus is providing financial planning and portfolio management services for individuals, pooled investment vehicles, and charitable organizations.

Firm Information

Ximena Chastain is currently registered with Abacus Planning Group, Inc.. 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.

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Ximena Chastain’s Registration & Firm History

SC

01/27/2005 - Present

Abacus Planning Group, Inc. (COLUMBIA SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ximena Alexandra Chastain.
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