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Abacus Financial Planning
Advice you can count on | Hourly and project planning for stock awards, stock options, and building a DIY paycheck for retirement. Located in Kirkland, WA,...
Abacus Financial Planning
Advice you can count on | Hourly and project planning for stock awards, stock options, and building a DIY paycheck for retirement. Located in Kirkland, WA, serving clients locally and across the country
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What services does Abacus Financial Planning offer?
Abacus Financial Planning provides comprehensive financial planning, investment management, tax strategy, and estate planning services. The firm operates as a fee-only RIA, meaning it earns compensation directly from clients rather than through commissions or product sales. Services are tailored to high-net-worth individuals and families seeking a holistic wealth advisory relationship.
Is Abacus Financial Planning a fiduciary?
Yes, as a registered investment advisor (RIA) with the SEC, Abacus Financial Planning is a fiduciary, legally obligated to act in clients' best interests at all times. This standard applies across all advisory services, including investment recommendations and financial planning advice. The firm's Form ADV filing, available through the SEC's Investment Adviser Public Disclosure (IAPD) database, confirms its registered status.
How does Abacus Financial Planning approach investment management?
The firm uses a combination of passive and active investment strategies, allocating client portfolios across equities, bonds, and alternative investments. Public filings indicate use of mutual funds, ETFs, and separately managed accounts to achieve diversification. The planning-driven model means asset allocation is customized to each client's cash flow needs, tax situation, and long-term goals.
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