Abacus Planning Group, Inc.

Abacus Planning Group, Inc. (CRD# 107994) is a financial advisory firm headquartered in Columbia, SC. They manage $1,681,630,457 in 2,566 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2500 Devine Street, Columbia, SC 29205
https://linkedin.com/in/abbymason5619611b
By the Numbers
  • Total Assets Under Management
    1,682
    MILLION
  • Total Number of Accounts
    2,566
    ACCOUNTS
  • Average Account Value
    $655,351
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
The map below shows states where this firm has explicit registration only.

FL, NC, PA, SC, TX

Financial Advisors at Abacus Planning Group, Inc.
Showing 11 - 14 of 14 top financial advisors.
11
Stephen Scott, financial advisor Brandon FL
Stephen J. Scott
CRD#: 5990775
Brandon, FL

Stephen Scott (CRD# 5990775) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Brandon, FL and has 1 year of experience in the finance industry.

12
Ann Beckwith, financial advisor Columbia SC
Ann J. Beckwith
CRD#: 7226561
2500 Devine Street, Columbia, SC 29205

Ann Beckwith (CRD# 7226561) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.

13
Bailey Davis, financial advisor Columbia SC
Bailey O. Davis
CRD#: 7537757
2500 Devine Street, Columbia, SC 29205

Bailey Davis (CRD# 7537757) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.

14
Stephen Maggard, financial advisor Columbia SC
Stephen E. Maggard
CRD#: 7160338
2500 Devine Street, Columbia, SC 29205

Stephen Maggard (CRD# 7160338) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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