William Jeter
Abacus Planning Group · Columbia, South Carolina
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.
Request an introduction to William →
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 | $2.16B across 2,854 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SC, TX · CRD 6482690 |
| Exams passed | Series 65 (2015) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.abacusplanninggroup.com |
How William's firm compares
- Abacus Planning Group's average account is about $755,000, from its Form ADV (assets managed divided by 2,854 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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.
See something wrong? Request a correction. Read our methodology.