Firm
Abacus Financial Planning
Kirkland, Washington
Fee-only
Abacus Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees.
- Its average account is about $286,000 (assets it manages divided by its 21 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kirkland, Washington |
|---|---|
| Website | abacusfinancialplanning.com |
| [email protected] | |
| Phone | (425) 312-3621 |
Abacus Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"There is no minimum asset size or income for financial planning services." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $6 million |
| Accounts managed | 21 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 314646 |