Brenton Kessel is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Santa Monica, CA, with 22 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,544 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
Fee Estimator
Location
429 Santa Monica Blvd., Suite 500, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brenton curates a community called The Enough Project and is on the national board of LIFT Communities. He also serves on the Financial Advisory Committee of the Tsoknyi Humanitarian Foundation, helping oversee outside investment advisory firms.
Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Align Impact, LLC
Abacus Portfolios
State Registrations1 state
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