Company intelligence / Profile preview

Abacus Planning Group

Columbia, South Carolina, United States of Americaabacusplanninggroup.com ↗

Ownership: Private
Employees: ~30
Development stage: Other

Overview

Abacus Planning Group provides fee-only financial planning and investment advisory services to high-net-worth individuals and families. The company manages over $1.5 billion in assets and offers services such as portfolio management, retirement planning, estate planning, tax review/planning, education funding strategies, and cash flow management.

Industry: Investors

Partnerships

Capital Income Properties, Inc.Central Carolina Community FoundationCharles Schwab & Co., Inc.Cramer Rosenthal McGlynn LLCDimensional Fund AdvisorsFinancial Planning AssociationMAP Royalty Inc.MD Preferred Financial Advisor Network Inc.NAPFA (National Association of Personal Financial Advisors)National Advisors Trust CompanyTD AMERITRADE

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