Abacus Planning Group, Inc. fees and pricing
Financial planner in Columbia, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 9, 2026, Abacus Planning Group, Inc. charges a flat or project fee of $8,000-$200,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $8,000-$200,000
“The annual recurring financial planning fee generally ranges from $8,000 to $200,000. portfolio management services fees The annualized fee for investment advisory services is charged as a percentage of assets under management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abacus Planning Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Abacus’ investment advisory fee is negotiable at Abacus’ discretion, depending upon objective and subjective factors.”
- “Clients are typically billed three times per year in advance.”
How Abacus Planning Group, Inc.’s fees compare
- Its flat or project fee of $8,000-$200,000 is above the South Carolina median of $3,000. 100% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Columbia that publish a flat or project fee charge less.
About Abacus Planning Group, Inc.
- Firm size: 30 employees.
- Registered as an adviser: 1998 (28 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 307
- Employees
- 30
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $2,155,806,749
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107994
- Phone
- (803) 933-0054
Can advise clients in 7 states: Florida, Georgia, North Carolina, New York, Pennsylvania, South Carolina, Texas
Other planners in Columbia that publish fees
- Barbco FinancialColumbia$1,250/yr
- Beers Kight Financial Advisors, LLCColumbia$100-$150/hr, $600-$1,400
- Capital Wealth Group LLCColumbia$350/hr, $2,500-$15,000
- Hobbs Group Advisors LLCColumbia$300/hr, $1,000-$10,000
- Multipath Wealth ManagementColumbia$200/hr, $1,250-$2,500
- TS. Mitchell Financial, LLC.Columbia$500-$1,500
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.