A complete list of active advisors currently associated with Abacus Wealth Factors, LLC

Warmer can help you find a great advisor at Abacus Wealth Factors, LLC or one who fits your needs even better.

Abacus Wealth Factors is a fee‑only advisory firm that serves individuals and families as well as related entities such as trusts, estates, charitable organizations and small businesses. Services range from short engagements (a two‑hour consultation and a Financial Checkup Analysis) to comprehensive wealth management and ongoing portfolio management, and the brochure reports approximately $1.15 million in assets under management as of January 1, 2025. The firm’s investment approach is grounded in Efficient Market and Modern Portfolio theories, favoring strategic asset allocation, broad global diversification and primarily passive vehicles (indexed mutual funds/ETFs); it prepares Investment Policy Statements and uses Monte Carlo simulations for retirement analysis. Abacus typically requests discretionary authority to implement and rebalance portfolios, encourages appropriate cash reserves for short‑term needs, and does not accept performance‑based compensation. What is relatively distinctive versus many peers in the investment‑manager category is the combination of institutional portfolio services with retail‑oriented, fixed‑price planning options — including a stated hourly consulting rate and discrete short analyses — and the explicit inclusion of charitable organizations and small businesses among client types. The firm operates under a written Code of Ethics aligned with NAPFA/CFP standards, does not participate in wrap programs, and does not take custody of client assets.

To learn more about the advisors currently working at Abacus Wealth Factors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.