ABACUS PLANNING GROUP, INC.

2500 Devine Street
Columbia, South Carolina 29205-2400
Tel: 803-933-0054

About ABACUS PLANNING GROUP, INC.

ABACUS PLANNING GROUP, INC, formally registered with the SEC as ABACUS PLANNING GROUP, INC. The firm was established in 04/03/1998. They have over 3 offices throughout the country.

ABACUS PLANNING GROUP, INC. is a Columbia, South Carolina based Financial Planning firm with nearly $1,681,630,457 assets under management, offering retirement planning & investment advisory services to 2566 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107994
SEC#	801-55414
Assets Managed by Firm	$1,681,630,457
No. of Clients	2566
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2566	$1,681,630,457
Individuals (other than high net worth individuals)	43	$27,149,079
High net worth individuals	236	$1,574,559,779
Pension and profit sharing plans	9	$39,592,299
Charitable organizations	6	$40,329,300

More Retirement Planning firms in Columbia, South Carolina:

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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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