# Sergio Abarca

> Sergio Abarca is a fee-only financial advisor at Personal Financial Partners in Chevy Chase, Maryland, who holds the CFP credential. Sergio focuses on tax planning, retirement planning and estate & legacy planning. Personal Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sergio-abarca/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Personal Financial Partners
- **Based in:** Chevy Chase, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $21.2M across 197 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning
- **Firm size:** 1 employee
- **Website:** https://personalpfp.com

## Frequently asked questions

### Is Sergio Abarca a fee-only financial advisor?

Yes. Sergio Abarca is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Sergio charge for financial advice?

Sergio's firm, Personal Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sergio Abarca based?

Sergio Abarca is based in Chevy Chase, Maryland.

### What does Sergio specialize in?

Sergio's specialties include tax planning, retirement planning and estate & legacy planning.

### What credentials does Sergio Abarca hold?

Sergio Abarca holds the CFP credential.

### How much does Personal Financial Partners manage?

Personal Financial Partners reports $21.2M across 197 accounts in assets under management.

### How do I contact Sergio Abarca?

Through Sergio's website, personalpfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sergio-abarca-30474): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://personalpfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.