Stephen Maggard
Abacus Planning Group, Inc. · Columbia, South Carolina
Stephen Maggard is a fee-only financial advisor at Abacus Planning Group, Inc. in Columbia, South Carolina, who holds the CFP, MS and CAIA credentials. Stephen focuses on retirement planning, estate & legacy planning and tax planning. Abacus Planning Group, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Abacus Planning Group, Inc. |
|---|---|
| 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 · MS · CAIA · CFA · AIF · BA |
| SEC registration | Investment adviser representative in SC, TX · CRD 7160338 |
| Exams passed | Series 65 (2019) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | abacusplanninggroup.com |
| Profile |
How Stephen's firm compares
- Abacus Planning Group, Inc.'s average account is about $755,000, from its Form ADV (assets managed divided by 2,854 accounts).
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Questions about Stephen
Is Stephen Maggard a fee-only financial advisor?
Yes. Stephen Maggard is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.
How does Stephen charge for financial advice?
Stephen's firm, Abacus Planning Group, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Maggard based?
Stephen Maggard is based in Columbia, South Carolina.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Stephen Maggard hold?
Stephen Maggard holds the CFP, MS, CAIA, CFA, AIF and BA credentials.
Is Stephen Maggard registered with the SEC?
Yes. Stephen Maggard is registered as an investment adviser representative in SC and TX (CRD 7160338), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Abacus Planning Group, Inc. manage?
Abacus Planning Group, Inc. reports $2.16B across 2,854 accounts in assets under management.
How do I contact Stephen Maggard?
Through Stephen's website, abacusplanninggroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Abacus Planning Group, Inc. 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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