Abboud Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abboud Financial Planning, Inc. serves individual clients and provides discretionary asset management, using an asset‑based fee model to oversee portfolio construction, allocation, and ongoing monitoring. The firm does not act as a custodian, does not sell annuities or insurance products, and recently ceased offering standalone financial planning services.
Portfolio decisions are informed by both fundamental and technical analysis and are tailored to each client’s documented goals, time horizon, and risk tolerance; clients may impose written restrictions on investments. Account reviews occur at least quarterly (with more frequent reviews as market conditions dictate), and the firm generally operates under discretionary trading authority to implement the investment program.
Distinctive aspects include the firm’s regular, no‑fee educational seminars and workshops for the public, a service that is uncommon among independent peers, and its participation in an institutional custody program that provides research and operational benefits the firm discloses may create conflicts of interest. As a single‑advisor practice managing about $25.1 million for roughly 62 clients with no stated account minimum, the firm’s scale produces a concentrated client‑to‑advisor relationship and specific procedural choices such as leaving proxy voting to clients.
Client services
Expertise
Fee options
$0 - $50,000: 2.00% annually $50,000 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001+: 1.00% annually
Fee-only: Annual investment advisory fee based on assets under management with tiered rates; no fees for seminars and workshops.
Main office
Castle Rock CO
Advisors at this office
1
Most active in
Colorado · Nebraska
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
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