Abacus Planning Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Abacus Planning Group's estimated annual revenue is currently $10.2M per year.(i)
  • Abacus Planning Group's estimated revenue per employee is $189,000

Employee Data

  • Abacus Planning Group has 54 Employees.(i)
  • Abacus Planning Group grew their employee count by 4% last year.

Abacus Planning Group's People

NameTitleEmail/Phone
1
Chief Operating OfficerReveal Email/Phone
2
Office ManagerReveal Email/Phone
3
Financial Planning AssociateReveal Email/Phone
4
N/AReveal Email/Phone
5
Certified Financial PlannerReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Investment Analyst/AdvisorReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Senior Financial AdvisorReveal Email/Phone
10
President & FounderReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$426.3M145010%N/AN/A
#2
$7.9M4715%N/AN/A
#3
$14M74-5%N/AN/A
#4
$9.8M5211%N/AN/A
#5
$13.2M704%N/AN/A
#6
$5.9M35-8%N/AN/A
#7
$126.5M482N/AN/AN/A
#8
$23.7M11312%N/AN/A
#9
$55.9M2425%N/AN/A
#10
$124.2M4732%N/AN/A
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What Is Abacus Planning Group?

Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP®. Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program. Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.

keywords:N/A

N/A

Total Funding

54

Number of Employees

$10.2M

Revenue (est)

4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.5M544%N/A
#2
$13.1M544%N/A
#3
$3.5M5423%N/A
#4
$10.7M54-21%N/A
#5
$7.5M546%N/A