Abacus Wealth Partners

Retirement Planning Firm in Calabasas, CA

Firm Info
Address: 23500 Park Sorrento Suite A4, Calabasas, CA 91302, USA
Phone: (888) 422-2287

Firm Size
Assets Under Management: $3.4 billion
# of Advisors: 37
# of Clients: 5,467
Client to Advisor Ratio: 148:1
Average Account Size: $627,506
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Abacus Wealth Partners Overview

Abacus Wealth Partners is a registered investment advisory firm that provides investment advice only. The firm was founded in 2004 and is headquartered in Santa Monica, CA. Abacus has a fee-only fee arrangement, which means they do not receive compensation from any other sources other than their clients. Abacus Wealth Partners offers a wide range of services, including financial planning, portfolio management for individuals and small businesses, and portfolio management of pooled investment vehicles. They also provide portfolio management services for businesses or institutional clients, pension consulting services, and selection of other advisors. Along with their investment advisory services, Abacus Wealth Partners also offers consulting services. This unique offering sets them apart from other firms and allows them to provide clients with a holistic approach to their financial needs. Overall, Abacus Wealth Partners is an experienced and comprehensive firm that puts their clients' interests first by offering fee-only services.

ABACUS WEALTH PARTNERS is a reputable financial advisory firm that caters to various types of clients. Whether it's individuals looking to grow their portfolio or high-net-worth individuals seeking to safeguard their wealth, ABACUS WEALTH PARTNERS has a range of services to address their unique needs. The firm also attends to pooled investment vehicles, pension or profit-sharing plans, charitable organizations, and other corporation types not listed. ABACUS WEALTH PARTNERS understands that each client is different and has specific requirements; that's why they offer a customized approach to investment solutions. Clients can choose from various fee structures based on the service provided by ABACUS WEALTH PARTNERS. One popular fee structure is the percentage of the assets under management (AUM), which is currently levied at a competitive rate. This allows clients to pay fees commensurate to the level of investment that they've entrusted the firm to manage. ABACUS WEALTH PARTNERS also offers fixed fees, an approach that benefits clients with assets under management that are relatively stable, preserving their portfolio value for the long term. Performance-based fees, on the other hand, are charged only when gains are made by the client's investment portfolio. This fee structure incentivizes ABACUS WEALTH PARTNERS to offer sound investment advice and provides clients with peace of mind knowing that the firm only profits when their portfolio performs well.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Abacus Wealth Partners states that while the firm does not have a required minimum portfolio size, they do typically have a minimum annual fee of $2,400. This means that clients will need to pay at least $2,400 per year in fees to work with the firm, regardless of their actual investment amount. No specific investment minimum is mentioned in the brochure beyond this annual fee requirement.

How This Office Can Help Calabasas, CA Residents

Abacus Wealth Partners offers comprehensive financial planning and investment management services to its clients in Calabasas, CA. The company understands that residents of Calabasas, one of the wealthiest cities in the United States, may face unique financial challenges and opportunities, given their high net worth and complex financial situations. Abacus Wealth Partners works with clients in Calabasas, CA to develop personalized financial strategies that align with their specific goals and values. The company's services include investment management, tax planning, retirement planning, estate planning, and more. In addition, Abacus Wealth Partners is committed to helping its clients make informed investment decisions that align with their values, such as socially responsible investing. Overall, Abacus Wealth Partners is dedicated to helping its clients in Calabasas, CA achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Abacus Wealth Partners, visit their Part 2 Brochure.

Services Offered by Abacus Wealth Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Abacus Wealth Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 23500 Park Sorrento Suite A4, Calabasas, CA 91302, USA
Phone (888) 422-2287
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA 90401, United States

This firm has no other locations.

State Registrations

Abacus Wealth Partners is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Illinois
  • Indiana
  • Iowa
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Montana
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Abacus Wealth Partners does not have any disclosures. Please visit it's Form ADV for more details.