Abacus Planning Group, INC.
Columbia, SC·SEC-registered · CRD #107994
Abacus Planning Group, INC. is an SEC-registered investment advisory firm in Columbia, SC managing $2.2B across 2.9k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
2.9k
Advisory staff
5
Fee model
Fee-based
How Abacus Planning Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Abacus Planning Group, INC.
How much does Abacus Planning Group, INC. manage?
Per its most recent SEC Form ADV filing (04/13/2026), Abacus Planning Group, INC. reports $2.2B in regulatory assets under management across roughly 2.9k client accounts.
How does Abacus Planning Group, INC. charge?
Abacus Planning Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Abacus Planning Group, INC. a fiduciary?
Yes. Abacus Planning Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #107994), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Abacus Planning Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Abacus Planning Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Columbia, SC
Profile compiled from Abacus Planning Group, INC.'s public SEC Form ADV filing (CRD #107994, filed 04/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Abacus Planning Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Abacus Planning Group, INC.? Claim this profile.