Fee-only adviser · Columbia, SC
Abacus Planning Group, Inc.
Abacus Planning Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbia, South Carolina. On its latest Form ADV, filed November 2, 2026, it reports $2.2B in regulatory assets under management, 307 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 107994 · SEC file 801-55414 |
| Office | 2500 Devine Street Columbia, SC 29205 |
| Phone | (803) 933-0054 |
| Website | www.abacusplanninggroup.com |
| Regulatory assets under management | $2.2B ($2.1B discretionary) |
| Individual clients | 52 non-high-net-worth, 255 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 30 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbia
- Anchor Investment Management $1.5B
- Beers Kight Financial Advisors, LLC $179M
- A. J. Brooker Financial Associates $28M
- William B. Walkup & Associates, Inc. $178M
- Capital Wealth Group LLC $24M
- Bailey & Associates Investment MGT. and Financial Planning LLC $32M
See all 14 fee-only advisers in Columbia →
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