ABACUS FINANCIAL PLANNING

ABACUS FINANCIAL PLANNING of KIRKLAND, WA is an SEC-registered investment adviser (CRD 314646). Regulatory assets under management: $6.0M.

Registration

• CRD: 314646
• Type: Registered investment adviser
• Location: 11335 NE 122ND WAY, KIRKLAND, WA, 98034
• Phone: 425-312-3621
• Latest filing: 2026-06-02
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 2
• Accounts: 21

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search