Yes! Abacus Financial Planning will always put the client’s interests first.
• 1-time Comprehensive planning: $6,480 – $11,880
• Hourly: $360/hr
• 1% up to $2,000,000, then 0.40% on the balance over $2,000,000
Learn more about financial planning and investment management.
Fees are based on complexity – the more moving parts, the more time we’ll spend talking about it, and the more time Abacus Financial Planning will spend modeling scenarios and building recommendations.
See our services.
There is no minimum income or assets for financial planning. While there is not a minimum number of hours required for a financial planning engagement, an initial engagement for a new client typically requires a minimum of 10 hours.
The minimum account balance for investment management is $750,000. See our investment management services.
Let’s talk! You can schedule a quick consultation with me here. Questions we will discuss to figure out the right service for you:
• Do you have a few specific questions or want to go over everything?
• Do you want strategic advice that you can implement on your own?
• Do you want ongoing support with your investments?
Yes! We primarily meet with clients virtually. Regulations for financial advisors vary by state, and we can let you know if we can work with you. Contact me!