Susan Olson is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Santa Monica, CA, with 11 years of industry experience. Susan 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
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
Susan is a partner in Huge Tracts of Land LLC, which owns a commercial building, and Kathryn Development LLC, which owns property in Bozeman, MT, dedicating minimal time to each. She is also a Successor DAF advisor for Impact Assets.
Employment History
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
Susan Olson is a Certified Financial Advisor® and Certified Divorce Financial Analyst. Susan has a Masters degree in both Geography and Human Resources Design / Organizational Psychology. She is a Financial Advisor, Partner, and board member at Abacus Wealth Partners, a fee-only, fiduciary investment management and financial advisory firm. Susan is a long time member of NAPFA as well as the Financial Planning Association.