Abacus Wealth Partners fees and pricing
Financial planner in Santa Monica, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Abacus Wealth Partners charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“Abacus generally includes financial planning in its investment management fee for clients whose investment management fee exceeds $10,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abacus Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An agreed-upon flat fee is applicable and will be billed in accordance with the hourly rates and policies outlined in this Item.”
- “An estimate of the time required and total fees to be incurred will be discussed with the client in advance of the engagement.”
- “Generally, Abacus requires the financial planning fee to be paid on a monthly basis payable upon entering the written agreement.”
How Abacus Wealth Partners’ fees compare
- Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 2 other planners in Santa Monica that publish an annual fee charge less.
About Abacus Wealth Partners
- Firm size: 65 employees.
- Registered as an adviser: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 1,547
- Employees
- 65
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $3,579,238,156
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128590
- Phone
- (888) 422-2287
Can advise clients in 34 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Vermont, Washington, Wisconsin
Other planners in Santa Monica that publish fees
- Capital Intelligence Advisors, Inc.Santa Monica$150-$500/hr, $500-$20,000
- Daniel M. Stern, LLCSanta Monica$350/hr
- Eddy Financial, LLCSanta Monica$500/hr, $10,000
- Gerber Kawasaki Wealth & Investment ManagementSanta Monica$500-$1,000/hr
- MGN and Co LLCSanta Monica$100-$300/hr, $200-$1,000/yr
- Penmar Wealth Management LLCSanta Monica$250/hr
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.