# William Jeter

> William Jeter is a fee-only financial advisor at Abacus Planning Group in Columbia, South Carolina, who holds the CFA credential. Abacus Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-jeter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Abacus Planning Group
- **Based in:** Columbia, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.16B across 2,854 accounts
- **Credentials:** CFA
- **CRD:** 6482690 (https://adviserinfo.sec.gov/individual/summary/6482690)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** https://www.abacusplanninggroup.com

## Frequently asked questions

### Is William Jeter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

William's firm, Abacus Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Jeter based?

William Jeter is based in Columbia, South Carolina.

### What credentials does William Jeter hold?

William Jeter holds the CFA credential.

### Is William Jeter registered with the SEC?

Yes. William Jeter is registered as an investment adviser representative in SC and TX (CRD 6482690), 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 William Jeter?

Through William's website, www.abacusplanninggroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6482690): 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

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