Lara
Lamb
Abacus Wealth Partners
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About this Advisor
Lara Lamb is a certified financial planner operating out of Santa Monica, California with a total of 10 years of relevant experience. Lamb is an employee of Abacus Wealth Partners. Throughout their career, Lamb has worked at Lamb Financial Planning, LLC and Abacus Wealth Partners. Lamb is able to work in California. Abacus Wealth Partners is an advisory firm operating out of Santa Monica, CA. The investment advisory business has offices in 15 locations and a total of 71 advisors. It manages $3 billion in assets across its 5,553 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 14 charities and foundations. Of its 5,553 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Abacus Wealth Partners performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually depend on which services the firm provides the client. However, fees charged by Abacus Wealth Partners most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$2,834,445,228
71
5,553
$510,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Lara Lamb Work History
Lara has been registered as a financial advisor for 10 years.*
Abacus Wealth Partners
Lamb Financial Planning, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lara Lamb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
