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Updated September 28, 2026. Quick answer: Abacus Wealth Partners discloses a whole-balance breakpoint schedule starting at 1.00% in its Abacus Wealth Partners, LLC Form ADV Part 2A Brochure (March 11, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Buckingham Strategic Wealth Fees (2026), Cambridge Investment Research Fees (2026) and Carnegie Investment Counsel Fees (2026).
The published numbers
From the Abacus Wealth Partners, LLC Form ADV Part 2A Brochure (March 11, 2026): “The annual fee varies (generally between 0.25% and 1.00%) depending upon the market value of the assets under management, as follows: PORTFOLIO VALUE BASE FEE up to $3,000,000 1.00%; $3,000,001-$5,000,000 0.75%; $5,000,001-$15,000,000 0.50%; above $15,000,000 0.25%. Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule above. Minimum monthly fees may apply depending upon the investment assets and financial planning needs of the client.”
Note: Abacus Wealth Partners, LLC is the single SEC-registered legal entity; the firm also charges a separate minimum annual financial-planning fee of $5,000 for standalone planning engagements that is unrelated to the investment-management schedule priced on this page, and generally includes planning at no extra charge once the investment-management fee itself exceeds $10,000 a year.
- Up to $3,000,000: 1.00%
- $3,000,001 to $5,000,000: 0.75%
- $5,000,001 to $15,000,000: 0.50%
- Above $15,000,000: 0.25%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Abacus uses a whole-balance breakpoint schedule: the single rate for your bracket applies to the entire balance, not just the amount above the breakpoint. All four benchmark balances shown here fall within the first bracket (up to $3,000,000), so dollar_at = balance x 0.01 at each. The brochure mentions minimum monthly fees ‘may apply’ without stating a specific dollar figure, so no minimum-fee floor is applied here per PRIMARY-SOURCE-OR-OMIT.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Abacus Wealth Partners’s own published rate runs $5,000 a year.
Comparing Abacus Wealth Partners against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Abacus Wealth Partners, LLC Form ADV Part 2A Brochure (March 11, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017416
- SEC Investment Adviser Public Disclosure, Abacus Wealth Partners, LLC (CRD #128590): https://adviserinfo.sec.gov/firm/summary/128590
- Abacus Wealth Partners, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/128590/PDF/128590.pdf
Methodology. This page was built September 28, 2026, drawing on Abacus Wealth Partners’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Abacus Wealth Partners instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Abacus Wealth Partners review.
What does it take to open an account? See Abacus Wealth Partners’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Abacus Wealth Partners against other options? See Abacus Wealth Partners alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Is Abacus Wealth Partners a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.