Unclaimed Profile

Stephen Jones Scott

ABACUS PLANNING GROUP, INC.·COLUMBIA, South Carolina

Clean record14 years registeredABACUS PLANNING GROUP, INC.

2500 DEVINE STREET, COLUMBIA, SC 29205-2400CRD# 5990775Firm CRD# 107994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Jones Scott · COLUMBIA, SC

Registration

CRD #5990775 · ABACUS PLANNING GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

ABACUS PLANNING GROUP, INC.

Oct 2011 – present

Registrations & Exams

Registration record

First registered · October 20, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABACUS PLANNING GROUP, INC.

CRD 107994 · SEC 801-55414

AUM

$1.7B

Regulatory assets under management

Employees

2,566 client accounts

Services offered by ABACUS PLANNING GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ABACUS PLANNING GROUP, INC. →

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, South Carolina or claim this profile if it's yours.

Browse COLUMBIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Jones Scott offer?

Stephen Jones Scott specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Stephen Jones Scott's credentials?

Stephen Jones Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Jones Scott located?

Stephen Jones Scott is based in COLUMBIA, South Carolina, working with ABACUS PLANNING GROUP, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Stephen Jones Scott charge for services?

Stephen Jones Scott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABACUS PLANNING GROUP, INC.?

ABACUS PLANNING GROUP, INC. has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →