Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Abacus Wealth Partners is registered with the SEC as an investment adviser (CRD #128590, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, $75 at Betterment, or $75 ($125 for a retirement account) at Northern Trust, depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Abacus Wealth Partners at a glance
| Fact | What Abacus Wealth Partners’ own pages say |
|---|---|
| Legal entity | Abacus Wealth Partners, LLC |
| Registration | Abacus Wealth Partners, LLC is registered with the SEC as an investment adviser (CRD #128590, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Abacus Wealth Partners |
| Cost to leave (exit fee) | $50 at Schwab, $75 at Betterment, or $75 ($125 for a retirement account) at Northern Trust, depending on your custodian |
What Abacus Wealth Partners’ own fee schedule charges
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.
“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.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Abacus Wealth Partners’ own fee page.
Registration
Abacus Wealth Partners, LLC is registered with the SEC as an investment adviser (CRD #128590, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Abacus Wealth Partners.
What it costs to leave
Abacus Wealth Partners, LLC’s Form ADV Part 2A prorates its fee through the date of termination and refunds any remaining balance, with no separate exit fee of its own. Abacus names four possible custodians with no single default: Schwab’s standard outgoing-transfer fee is $50, Betterment’s own help center states a flat $75 per outbound transfer, and Northern Trust charges $75 ($125 for a retirement account); Fidelity discloses no comparable line item (an honest gap).
Full mechanics and sources: how to leave Abacus Wealth Partners.
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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 IAPD firm summary (CRD #128590, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/128590
Methodology. This page was built September 28, 2026, drawing directly on Abacus Wealth Partners’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Abacus Wealth Partners; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 Abacus Wealth Partners’ own Form ADV Part 2A and Form CRS. We have not used Abacus Wealth Partners as a client. Abacus Wealth Partners did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.