# Abacus Financial Planning

Abacus Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://abacusfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/bra-abacus-financial-planning

## Regulatory record

- **CRD number:** 314646
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314646

## About

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

## Sectors

- Financial Services & Wealth Management

## 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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- [Armature Fund Management](https://altss.com/profile/armature-fund-management-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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