DV
CFP
DV
CFP

Daria Victorov

9 Years of Experience
San Francisco, CA

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 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,574 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $15.0M0.50%
$15M+0.25%

Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

DV
Daria Victorov

Location

San Francisco, CA

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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.

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Employment History
Current Registrations
Abacus Wealth Partners
February 2017 - Present · 9 yrs 8 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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.

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Daria Victorov