Barbara Wolf is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Wynnewood, PA, with 24 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 11 more. Their firm serves 1,574 clients with $3.6B 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% |
Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Wynnewood, PA
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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
Barbara is the President of The LERR Corp, a company holding the LERR Family Limited Partnership engaged in industrial real estate. She spends minimal time checking on the sale of land in Pittsburgh, PA, and receives no compensation.
Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Abacus Portfolios
Prestige Asset Management Services INC
J. Cole Financial Advisers, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Barbara Wolf is a Certified Financial Advisor® and Partner at Abacus Wealth Partners, a fee-only fiduciary financial advisory and investment management firm. With over 40 years of experience in the finance industry, Barbara has devoted her career to helping clients experience financial freedom through values-aligned investing and comprehensive financial planning. Based in Ardmore, Pennsylvania, Barbara is an active community member and mentor.
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