Stephen Scott
Abacus Planning Group · Brandon, Florida
Stephen Scott is a fee-only financial advisor at Abacus Planning Group in Brandon, Florida, 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 | Brandon, Florida |
| 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 FL, SC, TX · CRD 5990775 |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.abacusplanninggroup.com |
How Stephen'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 Stephen
Is Stephen Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Abacus Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Scott based?
Stephen Scott is based in Brandon, Florida.
What credentials does Stephen Scott hold?
Stephen Scott holds the CFP credential.
Is Stephen Scott registered with the SEC?
Yes. Stephen Scott is registered as an investment adviser representative in FL, SC and TX (CRD 5990775), 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 Stephen Scott?
Through Stephen'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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