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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Abacus Wealth Partners 1 year, 7 months Aug 2015 - Present
Serenity Financial Consulting LLC 4 years, 10 months May 2012 - Present
Financial Service Group, Inc. 5 months Nov 2011 - Apr 2012
Kahler Financial Group 10 months Jan 2011 - Nov 2011
University of Georgia 1 year, 4 months Aug 2009 - Dec 2010
Army National Guard 3 years, 9 months Jan 2007 - Oct 2010
Longhorn Steakhouse 2 years Aug 2006 - Aug 2008
University of Georgia 5 years, 4 months Aug 2005 - Dec 2010

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Robert Moore

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 13, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Jan. 12, 2017
    • $2.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 11
      number of clients
    • $181.8K
      Estimated Average Account Balance Per Client

Abacus Wealth Partners

Last updated on March 17, 2017
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $380.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements