Abacus Wealth Factors, LLC
Savannah, Georgia
Abacus Wealth Factors, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $579,000 (assets it manages divided by its 5 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Savannah, Georgia |
|---|---|
| Website | abacuswf.com |
| [email protected] | |
| Phone | (912) 429-0897 |
Questions about Abacus Wealth Factors, LLC
How is Abacus Wealth Factors, LLC paid?
Abacus Wealth Factors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Abacus Wealth Factors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Abacus Wealth Factors, LLC.
What is the average account at Abacus Wealth Factors, LLC?
Abacus Wealth Factors, LLC's average account is about $579,000. That's the assets on its Form ADV divided by its 5 accounts.
Abacus Wealth Factors, LLC fees
Abacus Wealth Factors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 285839 |