Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Abacus Wealth Partners does not publish a minimum dollar amount to open an Abacus’s financial planning and investment management service account. Instead, it enforces a $5,000-a-year minimum fee, which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
“Although Abacus does not require a minimum portfolio size, it generally imposes a minimum annual fee of $5,000 for financial planning.”
On waivability: “Abacus, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Abacus’s financial planning and investment management service | No published minimum account size | $5,000 minimum annual fee | N/A (fee floor, not account-size minimum) |
| Source: Abacus Wealth Partners, LLC Form ADV Part 2A Brochure, March 11, 2026 | |||
Abacus Wealth Partners’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What else to know
Abacus states a lower, separate $1,000 minimum annual fee for clients engaging it for investment management services only, without financial planning.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Abacus Wealth Partners’ own published fee schedule runs $5,000 a year; see the full dollar breakdown from Abacus Wealth Partners’ own fee disclosure across several account sizes. Read our full review of Abacus Wealth Partners before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Abacus Wealth Partners, or 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, quoting directly from Abacus Wealth Partners’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.