# Abacus Financial Planning

> Abacus Financial Planning is a state-registered investment advisory firm in Kirkland, WA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 314646
- Filed as: ABACUS FINANCIAL PLANNING
- Legal name: Abacus Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kirkland, WA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314646
- AdvisorCensus page: https://advisorcensus.com/firm/abacus-financial-planning-kirkland-wa-314646

## Quick answers

**How is Abacus Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Abacus Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Abacus Financial Planning located?**
Abacus Financial Planning's principal office is in Kirkland, WA, according to its Form ADV.

**Is Abacus Financial Planning registered with the SEC or a state?**
Abacus Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314646.

**How much does Abacus Financial Planning manage?**
Abacus Financial Planning reports $6,009,537 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**Does Abacus Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314646

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,009,537
- Discretionary: $6,009,537
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $691,307 |
| High net worth individuals | Fewer than 5 | $5,318,230 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abacusfinancialplanning.com
- Facebook facebook.com
- LinkedIn @bra-abacus-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abacus Financial Planning (CRD 314646): Form ADV filing data as of October 2026.