Abridge Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abridge Partners primarily serves high‑net‑worth individuals (and their trusts, estates, and retirement accounts), along with charitable organizations and corporate pension/profit‑sharing plans. The firm reports $123,997,709 in assets under management across about 116 client relationships and operates with three advisors, offering investment management, financial planning, and consulting on both discretionary and non‑discretionary bases.
The firm’s investment approach blends active and passive strategies with a foundational reliance on fundamental analysis and an institutional, core‑and‑satellite framework that can include concentrated satellite positions, private capital, real assets, and tax‑aware techniques such as tax‑loss harvesting. Abridge allocates client assets among independent managers and privately placed securities, regularly monitors third‑party sub‑advisers, and accesses strategies through the Callan UMA/overlay platform when appropriate.
Notable distinctions include its joint corporate ownership (Wealth Guardian, Inc. and Gene Yates & Associates, LLC each hold a 50% interest) and affiliations with other advisory entities and insurance activities; several advisory representatives hold state insurance licenses and may receive commission‑based compensation for insurance and annuity sales despite the firm’s primary asset‑based advisory model. The firm also advises on assets maintained outside primary custodians (for example, variable life insurance and annuity contracts) and generally does not serve non‑high‑net‑worth individual clients.
Client services
Expertise
Fee options
Flat fees or combination of flat fee and percentage based fees may be charged; negotiable
$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.85% annually $6,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually $20,000,001+: Negotiable
Advisory professionals may receive commission-based compensation for sale of insurance products (commissions for insurance sales)
Hourly charges may be applied for financial planning and consulting services; payment negotiated at time of engagement
Fee-only: Fee-only compensation; fees typically based on assets under management or flat amount; all fees negotiable
Main office
See officeJackson MS
Advisors at this office
1
Offices (3)
Most active in
Arizona · California · Louisiana · Maryland · Mississippi · Pennsylvania
Also doing business as
Abridge Partners, LLC · Pri Advisors, 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.
Quick links
Advisors at this firm
Gene Y
Series 63, Series 65
Jackson, MS
Abridge Partners, LLC
Gene Yates is a financial advisor at Abridge Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abridge Partners since 2007. Yates is also licensed in life and health insurance. Abridge Partners primarily serves high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm offers financial planning, consulting, and investment management through a combination of fundamental analysis, strategic asset allocation, and core-satellite portfolio construction, often utilizing third-party sub-advisers and model platforms.
Michael F
Series 63, Series 65
Kennett Square, PA
Abridge Partners, LLC
Michael Flanagan is a financial advisor with Abridge Partners, LLC in Kennett Square, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Abridge Partners since 2007 and previously worked at LPL Financial Corporation from 2009 to 2021. Abridge Partners serves primarily high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm provides financial planning, consulting, and investment management using a core-satellite portfolio construction and often employs third-party sub-advisers and model platforms.
Marissa F
Series 65
Kennett Square, PA
Abridge Partners, LLC
Marissa Frizzell is a financial advisor at Abridge Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC from 2021 to 2025 and Sei from 2012 to 2021. Abridge Partners serves high-net-worth individuals, charitable organizations, and corporate pension and profit-sharing plans. The firm employs a combination of active and passive investment strategies within an institutional, core-and-satellite framework and provides investment management, financial planning, and consulting services.
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