Abacus Wealth Partners: Platform Profile

Overview

Abacus Wealth Partners is an SEC-registered investment adviser providing financial planning and discretionary investment management.

Current identity:

• Investment adviser: Abacus Wealth Partners, LLC
• CRD: 128590
• SEC number: 801-62557
• Current ADV Part 2A date: 2026-08-04
• Current Form CRS date: 2026-03

The current minimum question needs two fields rather than one.

Abacus does not require a minimum account or portfolio size.

It does impose service-specific minimum annual fees.

May fit better for

• households seeking integrated planning and investment management;
• investors comfortable delegating discretionary trading authority;
• clients who value values-aware or responsible-investing options;
• households that want a fee-based adviser rather than commission product sales;
• clients whose planning needs justify the minimum annual planning fee;
• eligible clients who need advice on private illiquid holdings.

May fit less well for

• very small relationships for which a minimum annual fee creates a high effective percentage;
• self-directed traders who want to approve every transaction;
• investors seeking a performance-fee arrangement;
• clients who want one universal custody provider;
• users who assume no portfolio minimum means no minimum dollar cost;
• borrowers who do not want gross assets used in advisory-fee calculations.

Abacus has no minimum portfolio size

Current brochure:

Current Form CRS similarly says there is no account or investment minimum.

Investment-management-only relationships have a $1,000 annual fee minimum

Current August 2026 brochure:

• Investment management only minimum annual fee: $1,000

That minimum is separate from the planning minimum.

It is a dollar fee floor, not an asset-opening requirement.

Financial planning generally has a $5,000 annual minimum

Current brochure and Form CRS:

• Financial planning minimum annual fee: $5,000
• Planning minimum waivable: Yes

The brochure states Abacus can waive the minimum based on factors including anticipated earning capacity, additional assets, managed assets, related accounts, account composition, existing relationship, retention and pro bono activity.

Investment management generally ranges from 0.25% to 1.00%

Current August 2026 brochure publishes:

• Up to 3m: 1.00%
• 3m to 5m: 0.75%
• 5m to 15m: 0.50%
• Above 15m: 0.25%

The table is labeled by portfolio value and base fee.

Billing is monthly in advance

Current brochure:

• Billing frequency: monthly
• Billing timing: in advance
• Billing value: prior month-end market value

The annual fee is prorated and charged monthly.

Private illiquid advice can cost up to 2%

Current brochure:

• Private illiquid advice fee max: 2.00%
• Private illiquid investments excepted from standard fee grid: Yes

That 2% maximum belongs to advice on applicable private illiquid investments.

Planning can be included once the investment-management fee exceeds $10,000

Current brochure:

• Planning generally included when investment fee exceeds: $10,000/year

Below that level, or for planning-only engagements, separately negotiated planning economics can apply.

Abacus does not participate in a wrap fee program

Current Part 2A:

• Wrap fee program: No

Brokerage, transaction and custody expenses can therefore remain distinct from the Abacus advisory fee.

Abacus does not charge performance-based fees

Current Part 2A:

• Performance based fee: No
• Side by side management: No

Margin debt does not reduce the applicable gross fee base

Current brochure:

• Gross assets excluding margin debt in fee base: Yes
• Margin debt does not reduce fee base: Yes
• Margin fee conflict: Yes

The brochure's own illustration uses:

• portfolio value: $500,000;
• margin debt: $200,000;
• net account value: $300,000;
• billing base: $500,000.

That can make the advisory fee higher relative to the client's net equity.

Custody varies

Current brochure disclosures show:

• Custodian:
• Charles Schwab
• Betterment
• Northern Trust
• Fidelity

Abacus also receives economic benefits through institutional custody programs.

State the conflict without implying that a custody recommendation is automatically unsuitable.

Private collective vehicles can add liquidity and leverage risk

Current disclosure says Abacus may recommend privately placed collective investment vehicles for certain clients.

Potential risks include:

• limited liquidity;
• manager discretion;
• leverage;
• concentration;
• non-public valuation;
• additional fees.

The Alternative Investment Disclaimer is required.

Assessment

Abacus's "no minimum" statement is accurate only when the reader understands what it means.

There is no required portfolio size.

There can still be:

• a $1,000 annual investment-management-only fee minimum;
• a $5,000 financial-planning minimum;
• a 0.25%-1.00% standard investment-management fee table;
• up to 2% for advice on private illiquid investments;
• separate custody and product expenses.

The strongest review keeps those concepts separate rather than translating them into one synthetic account minimum.