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The fee is billed in advance.","source":"ABACUS WEALTH PARTNERS, LLC FIRM BROCHURE, filed 30 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Abacus Wealth Partners use?","answer":"Abacus Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.35B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Abacus Wealth Partners have?","answer":"Abacus Wealth Partners has 37 investment adviser representatives registered with state securities authorities, out of 65 employees, and 37 perform investment advisory functions. 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