ABG Financial Services, Inc.

Updated today

Find your advisor

Client assets under management

$9,790,453

Clients

3% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$157,911

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

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Wealth management Passive / index investing

Fee options

Fixed

Fixed fee for financial planning services starting at $2,500 (negotiable)

Percentage

$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

Project-based

$250 per hour for financial planning services (negotiable)

Other

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 location

ABG Financial Services, Inc.

3043 Riverstone Trail, Suite 100

Atlanta GA 30339, United States

Number of offices

Most active in

Georgia · Texas

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 888-463-0440

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 two years of industry experience. He holds the ChFC® designation and has a background that includes developing financial planning tools and educational programs through MyFSP. Co, as well as owning a life and health insurance business since 1984. ABG Financial Services is a solo independent advisory firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, relying on third-party managers for portfolio implementation and conducting due diligence on those relationships.

General retirement planning Wealth management Passive / index investing

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.

General retirement planning Wealth management Passive / index investing

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.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support