Mary Bold is a registered investment advisor at Abacus Financial Planning, based in Kirkland, WA, with 2 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.40% |
Fees may be negotiable at the discretion of Abacus Financial Planning.
Fee Estimator
Location
11335 NE 122nd Way, Suite 105, Kirkland, WA, 98034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abacus Financial Planning
State Registrations1 state
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