# Steven Abernathy

> Steven Abernathy is a fee-only financial advisor at The Abernathy Group II Family Office in New York, New York. Steven focuses on family wealth transfer and estate & legacy planning. The Abernathy Group II Family Office reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-abernathy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Abernathy Group II Family Office
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $80.2M across 94 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 1276378 (https://adviserinfo.sec.gov/individual/summary/1276378)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1984)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.abernathygroupfamilyoffice.com

## Frequently asked questions

### Is Steven Abernathy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and The Abernathy Group II Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, The Abernathy Group II Family Office, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Steven Abernathy based?

Steven Abernathy is based in New York, New York.

### What does Steven specialize in?

Steven's specialties include family wealth transfer and estate & legacy planning. Steven works with multi-generational families and ultra high net worth.

### Is Steven Abernathy registered with the SEC?

Yes. Steven Abernathy is registered as an investment adviser representative in NY and TX (CRD 1276378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does The Abernathy Group II Family Office manage?

The Abernathy Group II Family Office reports $80.2M across 94 accounts in assets under management.

### How do I contact Steven Abernathy?

Through Steven's website, www.abernathygroupfamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1276378): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://abernathygroupfamilyoffice.com/): specialties, clients served, and fees, checked October 30, 2026

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