Wealth Manager
    SEC Registered
    Manages Private Funds

    Abacus Planning Group, Inc.

    Registered investment advisor · Columbia, South Carolina · CRD #107994

    Assets Under Management
    $2.2B
    Client Accounts
    2,854
    Employees
    30
    CRD Number
    107994
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Abacus Planning Group, Inc.

    Abacus Planning Group, Inc. is a fee-only financial planning and investment advisory firm led by Cheryl R. Holland, CFP®, dedicated to helping clients achieve their financial goals and personal dreams. The firm serves 170 families and offers comprehensive financial planning and investment counseling services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Abacus Planning Group, Inc.'s AUM?

    Abacus Planning Group, Inc. reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Abacus Planning Group, Inc. headquartered?

    Abacus Planning Group, Inc. is headquartered in Columbia, South Carolina.

    What is Abacus Planning Group, Inc.'s CRD number?

    Abacus Planning Group, Inc.'s CRD number is 107994. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Abacus Planning Group, Inc. manage?

    Abacus Planning Group, Inc. manages approximately 2,854 client accounts according to its latest SEC filing.

    Is Abacus Planning Group, Inc. SEC registered?

    Yes, Abacus Planning Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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