Wilson Li
Abacus Wealth Partners · Sebastopol, California
Wilson Li is a fee-only financial advisor at Abacus Wealth Partners in Sebastopol, California, who holds the FPQP, CFP and MBA credentials. Wilson focuses on divorce financial planning, sustainable & impact investing and estate & legacy planning. Abacus Wealth Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Abacus Wealth Partners |
|---|---|
| Based in | Sebastopol, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $3.58B across 6,030 accounts |
| Credentials | FPQP · CFP · MBA · CDFA · MA · MS |
| SEC registration | Investment adviser representative in CA, NC · CRD 7899254 |
| Exams passed | Series 65 (2023) |
| Firm size | 65 employees |
| Disclosures | None reported |
| Website | abacuswealth.com/napfa |
| Profile |
How Wilson's firm compares
- Abacus Wealth Partners's average account is about $594,000, from its Form ADV (assets managed divided by 6,030 accounts).
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Questions about Wilson
Is Wilson Li a fee-only financial advisor?
Yes. Wilson Li 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 Wilson's firm.
How does Wilson charge for financial advice?
Wilson's firm, Abacus Wealth Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Wilson Li based?
Wilson Li is based in Sebastopol, California.
What does Wilson specialize in?
Wilson's specialties include divorce financial planning, sustainable & impact investing, estate & legacy planning and tax planning. Wilson works with divorced individuals.
What credentials does Wilson Li hold?
Wilson Li holds the FPQP, CFP, MBA, CDFA, MA and MS credentials.
Is Wilson Li registered with the SEC?
Yes. Wilson Li is registered as an investment adviser representative in CA and NC (CRD 7899254), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Abacus Wealth Partners manage?
Abacus Wealth Partners reports $3.58B across 6,030 accounts in assets under management.
How do I contact Wilson Li?
Through Wilson's website, abacuswealth.com/napfa.
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 Wealth Partners 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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