ABC Wealth Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ABC Wealth Inc is an independent investment adviser that primarily serves individual clients and provides discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and also offers management of variable annuity and variable life contracts as well as guidance on non‑traded REITs.
The firm tailors investment strategies to each client’s stated goals, time horizon, and risk tolerance, and commonly implements portfolios through sub‑advisors and third‑party money managers under discretionary authority. Financial planning is provided at no additional cost to advisory clients, and the firm conducts at least annual reviews of variable contracts and meets with clients holding non‑traded REITs to discuss distributions and reinvestment versus income use.
ABC Wealth is atypical among solo independent advisers in sponsoring a wrap fee program, maintaining an affiliated insurance practice (the managing member is a licensed insurance agent who spends about 10% of their time on those activities and may receive commissions), and offering public educational seminars and workshops at no charge. As a single‑advisor firm with roughly $27 million in assets under management and about 125 clients, it places the majority of assets with third‑party managers and discloses referral and sub‑advisor relationships used to implement client portfolios.
Client services
Expertise
Fee options
$0+: up to 1.25% for ABC Wealth's advisory fee when sub-advisor is used (negotiable) $0+: total combined fee (ABC Wealth + sub-advisor) will not exceed 3% (negotiable)
Insurance commissions received by Managing Member Douglas Robb, Jr. for insurance products sold separately from advisory services
Main office
Long Valley NJ
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Abc Wealth Inc · Ethos Financial Planning Inc. · Ethos Financial Planning 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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