ABG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ABG Financial Services is a solo registered investment adviser that serves individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm provides financial planning, periodic educational seminars, and non‑discretionary equity advice, and refers clients to third‑party investment advisers for portfolio implementation.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, but portfolio implementation is carried out through third‑party platforms and sub‑advisors (including relationships with Buckingham Strategic Partners and AssetMark). ABG conducts due diligence and ongoing reviews of those third‑party managers, tailors model portfolios to client objectives and risk profiles, and delivers financial plans on a fixed or hourly basis.
Noteworthy for a solo independent adviser, ABG combines a licensed insurance affiliation with a business model that relies on fee‑sharing from third‑party managers rather than primarily charging direct percentage‑of‑assets management fees, and it offers paid educational workshops as a regular client service. The firm does not perform direct portfolio management for individual client accounts itself, instead supervising and referring to outside managers—a structure that differentiates it from many peers.
Client services
Expertise
Fee options
Fixed fee for financial planning services starting at $2,500 (negotiable)
$0 - $250,000: 0.99% (ABG) + 0.41% (AssetMark) = 1.40% Total $250,001 - $500,000: 0.75% (ABG) + 0.30% (AssetMark) = 1.05% Total $500,001 - $2,500,000: 0.50% (ABG) + 0.20% (AssetMark) = 0.70% Total
$250 per hour for financial planning services (negotiable)
Fee-only: Fixed fees starting at $2,500 for financial planning; Hourly fees starting at $250/hour for financial planning; Educational seminars/workshops at $2,500 per person or $3,500 per couple
Main office
3043 Riverstone Trail, Suite 100
Atlanta GA 30339
Advisors at this office
2
Most active in
Georgia · Texas
Also doing business as
Abg Financial Services, Inc. · Parker, William T
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
Leon M
ChFC®, Series 63, Series 65
Atlanta, GA
ABG Financial Services, Inc.
Leon Morris is a financial advisor at ABG Financial Services, Inc. with three years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in developing scientifically based financial planning tools and educational programs through MyFSP. Co and is president and owner of a life and health insurance business. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice while referring clients to third-party investment advisers for portfolio implementation.
William P
ChFC®, Series 63, Series 65
Atlanta, GA
ABG Financial Services, Inc.
William Parker is a financial advisor at ABG Financial Services, Inc. in Atlanta, GA, with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Parker has been affiliated with ABG Financial Services since 1995 and has a long-standing role as owner and agent at Assured Benefits Group, Inc., where he is engaged in insurance sales. He also serves as managing director of AECS International, LLC, a non-investment related business focused on developing database management systems. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, while outsourcing portfolio implementation to third-party managers. Its investment approach is based on modern portfolio theory and long-term trading, with ongoing due diligence and tailored model portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)