Stephen
Maggard
Abacus Planning Group, Inc
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About this Advisor
Stephen Maggard is a financial advisor operating out of Columbia, South Carolina with 2 years of relevant experience. Maggard works at Abacus Planning Group, Inc. Over the course of their career, they have held roles at Independent Advisor Alliance, U.S. Army (Active) and Abacus Planning Group. Maggard maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in South Carolina and Texas. Abacus Planning Group, Inc is a registered investment firm that has its headquarters in Columbia, SC. The company has offices in three locations and a total of 34 employees. It oversees $2 billion in total assets among its 2,539 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 2,539 accounts, 76% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically are based on the type of financial services provided. However, fees billed by Abacus Planning Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Planning Group, Inc Brokerage Details
$1,507,405,296
34
2,539
$593,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Stephen Maggard Work History
Stephen has been registered as a financial advisor for 2 years.*
Abacus Planning Group
Independent Advisor Alliance
U.S. Army (Active)
U.S. Army (Active)
U.S. Army (Active)
*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 Stephen Maggard 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 Planning Group, Inc
Columbia, SC
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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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