Angela Simmons
ABS Legacy Partners · Hickory, North Carolina
Angela Simmons is a fee-only financial advisor at ABS Legacy Partners in Hickory, North Carolina, who holds the CFA credential. Angela focuses on family wealth transfer and estate & legacy planning. ABS Legacy Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | ABS Legacy Partners |
|---|---|
| Based in | Hickory, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $670.8M across 60 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 4555736 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.abslegacypartners.com |
| Profile |
How Angela's firm compares
- ABS Legacy Partners's average account is about $11.2 million, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Angela
Is Angela Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and ABS Legacy Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, ABS Legacy Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angela Simmons based?
Angela Simmons is based in Hickory, North Carolina.
What does Angela specialize in?
Angela's specialties include family wealth transfer and estate & legacy planning. Angela works with multi-generational families and founders.
What credentials does Angela Simmons hold?
Angela Simmons holds the CFA credential.
Is Angela Simmons registered with the SEC?
Yes. Angela Simmons is registered as an investment adviser representative in NC (CRD 4555736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ABS Legacy Partners manage?
ABS Legacy Partners reports $670.8M across 60 accounts in assets under management.
How do I contact Angela Simmons?
Through Angela's website, www.abslegacypartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- ABS Legacy Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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