Katelynn Wiley is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Sebastopol, CA, with 2 years of industry experience. Katelynn 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 4 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
101 S Main St, Sebastopol, CA, 95472
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abacus Wealth Partners
State Registrations1 state
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