Abby Advisors LLC
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About
ABBY ADVISORS LLC is a fee-only registered investment adviser founded in November 2024 and overseen by its sole principal, Jason Joseph. The firm states it provides investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth individuals, and corporations; as of December 2025 it reported $0 in discretionary and non‑discretionary assets under management.
ABBY describes an investment process built around asset allocation and a mix of fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, and cash equivalents and that can be managed on a discretionary or non‑discretionary basis. The firm may use both passive and active vehicles, focuses on longer‑term holdings while permitting short‑term trades as appropriate, and recommends Charles Schwab for custody and trade execution.
Compared with many investment‑manager peers that rely primarily on percentage‑of‑AUM billing, ABBY offers a range of planning fee arrangements including fixed project fees, a recurring monthly planning subscription ($199–$499), and an hourly rate ($250/hour) for project‑based work — the availability of hourly billing is relatively uncommon for firms in this category. The firm also discloses it does not accept commissions, does not custody client assets directly, and permits client‑imposed investment restrictions while exercising negotiated discretionary authority when engaged.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees range from $1,000 to $5,000; initial fee for ongoing financial planning up to $500
1.00% annually
$250 per hour for project-based financial planning
Ongoing financial planning fees ranging from $199 to $499 per month
Fee-only: Financial planning fees only; no commissions or sales-related compensation
Main office
Dobbs Ferry NY
Advisors at this office
1
Most active in
New York
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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