Abs Legacy Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$10,000⁠-⁠$200,000

“Flat fees range from $10,000 to $200,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Abs Legacy Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Abs Legacy Partners, LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$200,000 is above the North Carolina median of $4,800. 99% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Abs Legacy Partners, LLC

• Principal: Angela B. Simmons
• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning

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

24

Employees

3

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 businesses and institutions, and selecting other advisers

Assets managed

$670,793,536

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325604

Website

abslegacypartners.com (opens in new tab)

Phone

(828) 325-0655

Other planners in Hickory that publish fees

• Thayer Financial, L.L.C.Hickory$1,500⁠-⁠$5,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina