Abs Legacy Partners, LLC

Abs Legacy Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Hickory, North Carolina. On its latest Form ADV, filed October 8, 2026, it reports $671M in regulatory assets under management, 24 individual clients and 1 employee who gives 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	325604 · SEC file 801-127615
Office	3048 North Center Street Hickory, NC 28601
Phone	(828) 325-0655
Website	www.abslegacypartners.com
Regulatory assets under management	$671M
Individual clients	6 non-high-net-worth, 18 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	October 8, 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 Hickory

• Thayer Financial, L.L.C. $106M
• Argosy Investors $3.0M
• Hickory Financial Group, LLC $11M

See all 4 fee-only advisers in Hickory →

Nearby

• Statesville 2 firms
• Mooresville 5 firms