Sergio Abarca
Personal Financial Partners · Chevy Chase, Maryland
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.
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Specialties
Facts
| Firm | Personal Financial Partners |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.2M across 197 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | personalpfp.com |
| Profile |
How Sergio's firm compares
- Personal Financial Partners's average account is about $107,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Sergio
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
Other advisors in Maryland who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Personal Financial Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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