Abacus Planning Group Inc.

Abacus Planning Group Inc. (CRD# 107994) is a financial advisory firm headquartered in Columbia, SC. They manage $806,676,427 in 2,185 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    807
    MILLION
  • Total Number of Accounts
    2,185
    ACCOUNTS
  • Average Account Value
    $369,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, OK, SC, TX

Financial Advisors at Abacus Planning Group Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Edward W. Kramer
CRD#: 4566142
2500 Devine Street, Columbia, SC 29205
96
Wealthminder
score

Edward Kramer (CRD# 4566142) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has over 11 years of experience in the finance industry. Edward Kramer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles B. Flowers
CRD#: 4910292
3200 Devine Street, Suite 101, Columbia, SC 29205
93
Wealthminder
score

Charles Flowers (CRD# 4910292) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has over 11 years of experience in the finance industry.

3
Charles W. Hammer
CRD#: 5653238
2500 Devine Street, Columbia, SC 29205
93
Wealthminder
score

Charles Hammer (CRD# 5653238) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has over 7 years of experience in the finance industry.

4
Susan A. McCants
CRD#: 4910413
3200 Devine Street, Suite 101, Columbia, SC 29205
93
Wealthminder
score

Susan McCants (CRD# 4910413) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has over 11 years of experience in the finance industry.

5
Bethany J. McKinney
CRD#: 5844178
2500 Devine Street, Columbia, SC 29205
93
Wealthminder
score

Bethany McKinney (CRD# 5844178) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has over 6 years of experience in the finance industry.

6
Jonathan J. Robertson
CRD#: 5654616
2500 Devine Street, Columbia, SC 29205
93
Wealthminder
score

Jonathan Robertson (CRD# 5654616) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has over 7 years of experience in the finance industry.

7
Ximena A. Chastain
CRD#: 4910472
3200 Devine Street, Suite 101, Columbia, SC 29205
90
Wealthminder
score

Ximena Chastain (CRD# 4910472) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has 1 year of experience in the finance industry. Ximena Chastain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jacklyn A. Donevant
CRD#: 5860307
2500 Devine Street, Columbia, SC 29205
90
Wealthminder
score

Jacklyn Donevant (CRD# 5860307) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has 1 year of experience in the finance industry. Jacklyn Donevant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Aaron E. Graham
CRD#: 6241531
2500 Devine Street, Columbia, SC 29205
90
Wealthminder
score

Aaron Graham (CRD# 6241531) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has 1 year of experience in the finance industry. Aaron Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Mary L. Green
CRD#: 4956484
2500 Devine Street, Columbia, SC 29205
90
Wealthminder
score

Mary Green (CRD# 4956484) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Columbia, SC and has 1 year of experience in the finance industry. Mary Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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