Abacus Planning Group Revenue
Financial Services • 
Columbia, South Carolina, United States • 21-50 Employees
Abacus Planning Group revenue & valuation
| Annual revenue | $29,500,000 |
| Revenue per employee | $626,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $94,100,000 |
| Total funding | No funding |
Key Contact at Abacus Planning Group
Cheryl Holland
Founder
Company overview
| Headquarters | 2500 Devine Street, Columbia, SC 29205, US |
| Phone number | +18039330054 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Cash Flow Management, Goal Setting, Estate Planning, Investment Management, Education Funding, Financial Independence Planning, Income Tax Review And Planning |
| Founded | 1998 |
| Employees | 21-50 |
| Socials |
Abacus Planning Group Email Formats
Abacus Planning Group uses 4 email formats. The most common is {first initial} (e.g., j@abacusplanninggroup.com), used 80.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@abacusplanninggroup.com | 80.8% |
{first name} | john@abacusplanninggroup.com | 11.5% |
{first name}.{last name} | john.doe@abacusplanninggroup.com | 3.8% |
@abacusplanninggroup.com | 3.8% |
About 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Abacus Planning Group has 31 employees across 6 departments.
Departments
Number of employees
Funding Data
Abacus Planning Group has never raised funding before.
Abacus Planning Group Tech Stack
Discover the technologies and tools that power Abacus Planning Group's digital infrastructure, from frameworks to analytics platforms.
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