Abney Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abney Wealth Partners is a newly registered, state-registered investment adviser that provides financial planning, consulting, and portfolio management services to individuals, high‑net‑worth individuals, trusts, estates, and business entities. The firm prepares written financial plans and offers one‑time or as‑needed consultations, and it also implements investment management through a third‑party wrap‑fee platform and sub‑advisers.
The firm’s investment work emphasizes strategic asset allocation and fundamental analysis, with a preference for longer‑term holdings while permitting short‑term trades and tailored adjustments for special situations. For managed accounts, Abney Wealth Partners serves as the client‑facing adviser and uses the AE Wealth Management program and available model managers to implement, rebalance, and monitor portfolios held at major custodians.
Distinctive features include offering both fixed‑fee and hourly arrangements for financial planning (in addition to asset‑based management through the wrap program) and an affiliation with an insurance agent that can implement insurance and annuity solutions, which the firm discloses as a potential conflict of interest. The firm is newly formed with no assets under management, relies on sub‑advisers rather than private fund strategies, and discloses its potential conflicts related to sub‑adviser compensation and insurance commissions.
Client services
Expertise
Fee options
Fixed fees generally range up to a maximum of $2,500 for financial planning services. Retainer may be required equal to 50% of the quoted fee.
$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000+: 1.00%
Account minimum: $10,000
Main office
511 Shore Dr, Ste 3
Youngsville LA 70592
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Abney Wealth Partners · Abney Wealth Partners 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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