Abacus Financial Planning
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About
Abacus Financial Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, and offers a specialized, non-discretionary divorce financial analysis service. The firm pairs ongoing portfolio supervision with written or electronic financial plans and regular plan reviews.
Its investment approach is grounded in Modern Portfolio Theory and emphasizes passive management using index mutual funds and exchange-traded funds with strategic asset allocation and a long-term time horizon. The firm integrates planning and portfolio management, advises on legacy and concentrated positions, and may recommend option strategies (for example, puts or collars) in concentrated-stock situations.
The firm is a small, supported adviser with a limited client roster, which it uses to deliver individualized planning and annual updates overseen by principals with advanced academic backgrounds and professional credentials including CFP® and CDFA® designations. It uses a national custodian for client assets, does not aggregate client trades into block orders, and does not vote client proxies.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001+: 0.40%
$450 per hour for Financial Planning and Divorce Financial Analysis services
Account minimum: $500,000
Main office
11335 NE 122nd Way, Suite 105
Kirkland WA 98034
Advisors at this office
2
Most active in
Louisiana · Washington
Also doing business as
Abacus Financial Planning · Abacus Financial Planning, LLC · Big Red Abacus, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Mary B
Series 65
Kirkland, WA
Abacus Financial Planning
Mary Bold is a Series 65-licensed advisor with Abacus Financial Planning in Kirkland, WA, and has three years of industry experience. She also serves as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, with a specialized focus on divorce financial analysis. The firm emphasizes passive management grounded in Modern Portfolio Theory and offers tailored planning and portfolio services for a limited client roster.
Katy C
CFP®, CDFA®
Kirkland, WA
Abacus Financial Planning
Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. Katy helps women and their families use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.
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