Abacus Investment Advisors fees and pricing
Financial planner in Salt Lake City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Abacus Investment Advisors charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Clients may also elect, for an additional charge of $100/hour, to have AIA create a personalized financial plan using software paid for by AIA.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abacus Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable as the advisor deems necessary in order to be competitive.”
- “Fees and are generally deducted from client accounts, but may also be paid via check or money order.”
- “These and any other services provided by AIA at the request of the client that are over and beyond those services that are detailed in "Advisory Services" above may be billed at $100/hour.”
How Abacus Investment Advisors’ fees compare
- Its hourly rate of $100 is below the Utah median of $200. 3% of the 78 other Utah planners that publish an hourly rate charge less.
- None of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
About Abacus Investment Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,202,261
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147556
- Phone
- (801) 944-0145
Other planners in Salt Lake City that publish fees
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
- Guardian Wealth ManagementSalt Lake City$750
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.