Stephen Jones Scott

CFP

Abacus Planning Group, INC.

14 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Abacus Planning Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

306 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$1.9B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$18,000

Contact

Stephen Jones Scott

Location

Brandon, FL

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Abacus Planning Group, INC.

October 2011 - Present · 14 yrs 4 mos

State Registrations3 states

FLSCTX

Advisor

Exams

No exam information available for this advisor.