Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Remote
The Mass Group
Supported
Total advisors
2Clients per advisor
41 TypicalAvg AUM per client
$543,429 LowHNW client ratio
85% Very HighAfzaal Abbas is a Series 65-licensed financial advisor with three years of industry experience. He is currently with The Mass Group, where he has worked since 2024. Prior to this, he held positions at Hoxton Capital Management USA and Blacktower Financial Management. The Mass Group provides pension advisory, portfolio management, financial planning, and insurance referral services primarily to individual and high-net-worth clients. The firm specializes in UK pension transfers and SIPP implementation, operating mainly on a non-discretionary basis with a focus on client-specific risk profiling and a combination of analytical investment techniques.
Based on The Mass Group
Based on The Mass Group
Financial planning fees range from $750 to $10,000 (fixed fee)
Up to 1.50% annually
Texas
3 years of industry experience
The Mass Group
2024 - Present • 2 years
Dubai
Hoxton Capital Management USA
2022 - 2024 • 2 years
Austin, TX
Hoxton Capital Management USA, LLC
2021 - 2021 • 1 year
Austin, TX
Blacktower Financial Management
2019 - 2021 • 2 years
London
PWS Group LTD
2013 - 2019 • 6 years
Dubai
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")