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Abacus Planning Group Employee Directory

Financial ServicesSouth Carolina, United States51-200 Employees

Abacus Planning Group is a fee-only financial planning and investment counsel firm based in Columbia, South Carolina. Led by Cheryl R. Holland, CFP®, it focuses on helping affluent clients achieve financial goals and personal dreams through comprehensive planning. The firm emphasizes a collaborative, team-based approach that blends diverse experiences to provide clear advice, step-by-step guidance, and practical implementation.

Its mission centers on client-centered, holistic planning delivered through collaboration, innovation, and recognized expertise, underpinned by a foundation-laying process to better understand each client before solving for them. In 2024, the firm expanded its client service capacity with the addition of two Client Service Administrators.

Find Abacus Planning Group employees' phone numbers or email addresses

Abacus Planning Group Global Highlights

Location
Employees

North America
61

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  • United States Of America
    61

Abacus Planning Group's Leadership

  • Support Advisor at Abacus Planning Group
    C. F.
    Support Advisor
    Mobile Phone
  • Financial Advisor at Abacus Planning Group
    J. R.
    Financial Advisor
    Mobile Phone

Abacus Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Information Technology
  • Other

Contact profiles from Abacus Planning Group

Name
Title
Contact
Location
Last Update
  • Support Advisor at Abacus Planning Group
    C. F.
    Support Advisor
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor at Abacus Planning Group
    J. R.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Abacus Planning Group known for?

Minus sign iconPlus sign iconAbacus Planning Group was founded in 1998 and operates in the Financial Services industry. You can contact Abacus Planning Group's main corporate office by phone at
+1-803-933-****
. Explore Abacus Planning Group's company overview page for more information.

What is Abacus Planning Group's most common email format?

Minus sign iconPlus sign iconAbacus Planning Group employees' email format typically follows the pattern of First@abacusplanninggroup.com. Trying to find reliable and up-to-date employee contact data? Find more Abacus Planning Group email formats with LeadIQ.

How many employees does Abacus Planning Group have currently?

Minus sign iconPlus sign iconAbacus Planning Group has approximately 51 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Abacus Planning Group's key employees and leadership?

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As of August 2026, Abacus Planning Group's key employees include:

  • Support Advisor: C. F.
  • Financial Advisor: J. R.

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