Jonathan Robertson
Abacus Planning Group · Columbia, South Carolina
Jonathan Robertson is a fee-only financial advisor at Abacus Planning Group in Columbia, South Carolina, who holds the CFP credential. Abacus Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Abacus Planning Group |
|---|---|
| Based in | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.16B across 2,854 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, TX · CRD 5654616 |
| Exams passed | Series 65 (2009) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.abacusplanninggroup.com |
How Jonathan's firm compares
- Abacus Planning Group's average account is about $755,000, from its Form ADV (assets managed divided by 2,854 accounts).
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Questions about Jonathan
Is Jonathan Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Abacus Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Abacus Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Robertson based?
Jonathan Robertson is based in Columbia, South Carolina.
What credentials does Jonathan Robertson hold?
Jonathan Robertson holds the CFP credential.
Is Jonathan Robertson registered with the SEC?
Yes. Jonathan Robertson is registered as an investment adviser representative in SC and TX (CRD 5654616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Abacus Planning Group manage?
Abacus Planning Group reports $2.16B across 2,854 accounts in assets under management.
How do I contact Jonathan Robertson?
Through Jonathan's website, www.abacusplanninggroup.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
- 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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