Daria Victorov is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in San Francisco, CA, with 9 years of industry experience. Daria 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 7 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
Contact
Daria Victorov
Location
San Francisco, CA
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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.
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Current Registrations
Abacus Wealth Partners
State Registrations1 state
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
Daria Victorov, CFP® is a long-time member of NAPFA and serves on the NAPFA DEI Committee. Daria was named Investment News Rising Stars of 2024 on November 20th, 2024, and has been featured in media outlets such as HuffPost, Nerd Wallet, USA Today, RIA Intel, and on podcasts including 2050 TrailBlazers and If Money Were Easy.