Abacus Planning Group Revenue and Competitors
Estimated Revenue & Valuation
- Abacus Planning Group's estimated annual revenue is currently $10.2M per year.
- Abacus Planning Group's estimated revenue per employee is $189,000
Employee Data
- Abacus Planning Group has 54 Employees.
- Abacus Planning Group grew their employee count by 4% last year.
Abacus Planning Group's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Operating Officer | Reveal Email/Phone |
2 | Office Manager | Reveal Email/Phone |
3 | Financial Planning Associate | Reveal Email/Phone |
4 | N/A | Reveal Email/Phone |
5 | Certified Financial Planner | Reveal Email/Phone |
6 | Financial Advisor | Reveal Email/Phone |
7 | Investment Analyst/Advisor | Reveal Email/Phone |
8 | Financial Advisor | Reveal Email/Phone |
9 | Senior Financial Advisor | Reveal Email/Phone |
10 | President & Founder | Reveal Email/Phone |
Abacus Planning Group Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $426.3M | 1450 | 10% | N/A | N/A |
#2 | $7.9M | 47 | 15% | N/A | N/A |
#3 | $14M | 74 | -5% | N/A | N/A |
#4 | $9.8M | 52 | 11% | N/A | N/A |
#5 | $13.2M | 70 | 4% | N/A | N/A |
#6 | $5.9M | 35 | -8% | N/A | N/A |
#7 | $126.5M | 482 | N/A | N/A | N/A |
#8 | $23.7M | 113 | 12% | N/A | N/A |
#9 | $55.9M | 242 | 5% | N/A | N/A |
#10 | $124.2M | 473 | 2% | N/A | N/A |
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/AN/A
Total Funding
54
Number of Employees
$10.2M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $7.5M | 54 | 4% | N/A |
#2 | $13.1M | 54 | 4% | N/A |
#3 | $3.5M | 54 | 23% | N/A |
#4 | $10.7M | 54 | -21% | N/A |
#5 | $7.5M | 54 | 6% | N/A |