$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasElement +more
- Established Date
- 06-11-2021
- Office Locations
- 1
Office Locations
-- Kirkland WA
About Abacus Financial Planning
Abacus Financial Planning is a Kirkland, WA fee-only fiduciary providing inclusive financial planning and ongoing advice with no minimums. The firm often supports clients navigating retirement spending, divorce or loss, and new high-income tax complexity. Portfolios are tailored with a behavioral lens and a bias toward low-cost options—primarily ETFs—with custody at Charles Schwab.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$231.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Signal Quantum
Client Personas
Horizon oak
Custodian
Wave optima Ember ridge Frontier
Investment Themes
Unison Legacy signal Capital
Investment Vehicles
Optima
Platform
Wave momentum
Services
Oak fusion Atlas Harbor Legacy Momentum quantum Fusion Beacon harbor
Technology
Vertex Capital Catalyst vital
Owner & Executives
K
Katherine Ann Cook
Accountant, Chief Compliance Officer, PRINCIPAL
- CRD
- #7368951
- Ownership
- 75% or more
(906) 619-7892
catalyst.capital@capitalcapital.com
in linkedin.com/in/zenith-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
Mary Ellender Bold
Associate
- CRD
- #7821801
(350) 354-6107
summit.foundation@momentumcapital.com
in linkedin.com/in/alpha-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,009,537 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,009,537 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,009,537
Equity - Exchange:
27.0% Cash:
28.0% Public Funds:
15.8% U.S. Government/Agency:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,274,890,540 | 27.0% |
| Cash | $1,322,108,708 | 28.0% |
| Public Funds | $746,047,057 | 15.8% |
| U.S. Government/Agency | $1,378,770,510 | 29.2% |
| Total | $4,721,816,815 | 100.0% |