# Abacus Wealth Partners, Santa Monica CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/santa-monica/abacus-wealth-partners-santa-monica-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/santa-monica/abacus-wealth-partners-santa-monica-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwdn1l018uyeq15g15dj0x%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwdn1l018uyeq15g15dj0x%2F1.jpg)


## In short

Abacus Wealth Partners is a financial planner in Santa Monica, CA. Its AI Score is 43 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 429 Santa Monica Blvd #500, Santa Monica, CA 90401, USA |
| Hours | Mon to Fri 9 AM to 5 PM · Closed Sat to Sun |
| Phone | (888) 422-2287 |
| Rating | 5.0 across 19 reviews on Google |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 429 Santa Monica Blvd #500, Santa Monica, CA 90401, USA | Confirmed | Google Business Profile |
| Location info | Description | Expand What's Possible With Your Money - Abacus is a unique wealth management company dedicated to the positive power of impact investing and fee-only financial planning. We're committed to creating innovative financial plans that align your money with your values, making the world more prosperous, diverse, sustainable, inclusive, and kind. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 9:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Abacus Wealth Partners | Confirmed | Google Business Profile |
| Location info | Phone | (888) 422-2287 | Confirmed | Google Business Profile |
| Hours | Monday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | 529 plan management | AI guess |  |
| Services | Service | Better money decisions | From their website | Business website |
| Services | Service | Cant always get everything want | From their website | Business website |
| Services | Service | Dangers cash | From their website | Business website |
| Services | Service | Donate now give later | From their website | Business website |
| Services | Service | Done 60 liveaboard life | From their website | Business website |
| Services | Service | Done 60 loss selling house | From their website | Business website |
| Services | Service | Earth day | From their website | Business website |
| Services | Service | Election free investment strategy | From their website | Business website |
| Services | Service | Emergency financial planning | AI guess |  |
| Services | Service | Estate planning | AI guess |  |
| Services | Service | Financial planning | AI guess |  |
| Services | Service | First year homeowners watch surprises | From their website | Business website |
| Services | Service | Goals based investing illusion | From their website | Business website |
| Services | Service | Great credit card hack | From their website | Business website |
| Services | Service | Holiday humbug hustle | From their website | Business website |
| Services | Service | Immortality eek | From their website | Business website |
| Services | Service | Impact investing | AI guess |  |
| Services | Service | Investment strategy | AI guess |  |
| Services | Service | Leaving money kids | From their website | Business website |
| Services | Service | Less house more experiences | From their website | Business website |
| Services | Service | Mastering 529 plan | From their website | Business website |
| Services | Service | Money resolution 2015 | From their website | Business website |
| Services | Service | Move investments closer advisor | From their website | Business website |
| Services | Service | Online banking tweens teens | From their website | Business website |
| Services | Service | Over taxed under valued | From their website | Business website |
| Services | Service | Parents retirement nest egg | From their website | Business website |
| Services | Service | Retirement planning | AI guess |  |
| Services | Service | Setting pace finances | From their website | Business website |
| Services | Service | Sometimes really less | From their website | Business website |
| Services | Service | Spend save share | From their website | Business website |
| Services | Service | Sustainable investing | AI guess |  |
| Services | Service | Thinking about earth day | From their website | Business website |
| Services | Service | Wealth management | AI guess |  |
| Services | Service | Working toward sustainable clean energy | From their website | Business website |
| Services | Service | Work whats good absolutely everything | From their website | Business website |
| Links | Facebook | https://www.facebook.com/abacuswealth | Confirmed | Business website |
| Links | Instagram | https://www.instagram.com/abacuswealth | Confirmed | Business website |
| Links | Website | https://abacuswealth.com/financial-advisors-in-santa-monica/ | Confirmed | Google Business Profile |


## Services and prices

These are the 27 services Abacus Wealth offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Better money decisions |  |  |  | From their website |
| Cant always get everything want |  |  |  | From their website |
| Setting pace finances |  |  |  | From their website |
| Sometimes really less |  |  |  | From their website |
| Dangers cash |  |  |  | From their website |
| Spend save share |  |  |  | From their website |
| First year homeowners watch surprises |  |  |  | From their website |
| Great credit card hack |  |  |  | From their website |
| Holiday humbug hustle |  |  |  | From their website |
| Immortality eek |  |  |  | From their website |
| Thinking about earth day |  |  |  | From their website |
| Working toward sustainable clean energy |  |  |  | From their website |
| Donate now give later |  |  |  | From their website |
| Done 60 liveaboard life |  |  |  | From their website |
| Done 60 loss selling house |  |  |  | From their website |
| Earth day |  |  |  | From their website |
| Election free investment strategy |  |  |  | From their website |
| Leaving money kids |  |  |  | From their website |
| Online banking tweens teens |  |  |  | From their website |
| Over taxed under valued |  |  |  | From their website |
| Mastering 529 plan |  |  |  | From their website |
| Money resolution 2015 |  |  |  | From their website |
| Move investments closer advisor |  |  |  | From their website |
| Parents retirement nest egg |  |  |  | From their website |
| Goals based investing illusion |  |  |  | From their website |
| Less house more experiences |  |  |  | From their website |
| Work whats good absolutely everything |  |  |  | From their website |


### Known for

Share your review link so AI can say what you're known for


## The team

Add your team so AI can name who works here


## Visiting Abacus Wealth

Address: 429 Santa Monica Blvd #500, Santa Monica, CA 90401, USA. Phone: (888) 422-2287. Hours: Mon to Fri 9 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "Expand What's Possible With Your Money - Abacus is a unique wealth management company dedicated to the positive power of impact investing and fee-only financial planning. We're committed to creating innovative financial plans that align your money with your values, making the world more prosperous, diverse, sustainable, inclusive, and kind."


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| 429 Santa Monica Parking | Parking garage | 1 min walk |
| Blue Bottle Coffee | Coffee shop | 1 min walk |
| Public Parking - 1342 5th | Parking lot | 1 min walk |
| 5th / Santa Monica | Bus stop | 1 min walk |
| Parkwell LLC Garage | Parking garage | 1 min walk |
| AirGarage \| Public Parking | Parking lot | 1 min walk |


## Reputation

5.0 average across 19 reviews: Google 19. (Confirmed, read August 3, 2026.)

Abacus Wealth Partners stands out for its commitment to personalized, values-aligned financial planning, led by trusted advisors like Ariel Ward and Jana Davis. (AI guess, from 19 reviews.)


### What people like

- Holistic financial planning approach


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Listed on 3 of the 21 directories we checked.

| Directory | Listed |
| --- | --- |
| Alignable | Not listed |
| Angi | Not listed |
| Apple Maps | Not listed |
| BBB | Not listed |
| Birdeye | Not listed |
| Brownbook | Not listed |
| Chamber of Commerce | Not listed |
| Cylex | Not listed |
| Facebook | Listed |
| Foursquare | Not listed |
| Hotfrog | Not listed |
| Manta | Not listed |
| MapQuest | Listed |
| MerchantCircle | Not listed |
| Nextdoor | Not listed |
| Superpages | Not listed |
| Trustpilot | Not listed |
| Tupalo | Not listed |
| Yellowbook | Not listed |
| Yellow Pages | Not listed |
| Yelp | Listed |


## Questions people ask


### Worth the hype at Abacus Wealth?


### Anything this place is known for doing well?


### parking at Abacus Wealth, where does everyone put the car?


### somewhere cheaper in Santa Monica that is not a risk?


### prices round here, anyone got a number


### walking in for a first visit, what happens


### opening hours at Abacus Wealth in Santa Monica, what are they these days?


### planning a Saturday visit, is that a wasted trip


### is there a rewards thing at Abacus Wealth


### same day slots, does that ever happen here


### Why do people rate Abacus Wealth?


### best financial planner in Santa Monica


### lunch near Santa Monica, what is good


### picking between the two, is Eddy the safer bet?


### last update from here was when?


### Booking here, how does it work?


## What AI gets wrong about Abacus Wealth

We ask Gemini, ChatGPT and Perplexity about Abacus Wealth. These are the answers that don’t match this page.

ChatGPT and Gemini, read by Local AI Registry on Sep 17, 2026. Perplexity, read by Local AI Registry on Aug 4, 2026.

| Fact | What AI says | What this page says |
| --- | --- | --- |
| Address | Perplexity, read by Local AI Registry on Aug 4, 2026: 100 Wilshire Blvd | 429 Santa Monica Blvd #500, Santa Monica, CA 90401, USA |


## The AI Score: 43 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Santa Monica financial planners run 24 to 53. Fair starts at 45, good at 65. Abacus Wealth scores 43, above the Santa Monica average of 35. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Abacus Wealth |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 25 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 40 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 75 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 64 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 37 | Core Web Vitals at the 75th percentile, on a real phone. | Poor |
| Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Abacus Wealth |
| --- | --- | --- | --- | --- |
| Abacus Wealth Partners | LocalBusiness | #business | https://abacuswealth.com/financial-advisors-in-santa-monica/ | Subject of this page |
| Santa Monica, California | City | #city |  | City Abacus Wealth is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Santa Monica, linked to the lists and towns around it.


### Lists

- Best financial planners in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-planner
- Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJBYe0JI2jwoARv8NyVzWGigs (accessed Aug 3, 2026)
- [2] abacuswealth.com, https://abacuswealth.com/work-whats-good-absolutely-everything/ (accessed Sep 17, 2026)
- [3] abacuswealth.com, https://abacuswealth.com/better-money-decisions/ (accessed Sep 17, 2026)
- [4] abacuswealth.com, https://abacuswealth.com/cant-always-get-everything-want/ (accessed Sep 17, 2026)
- [5] abacuswealth.com, https://abacuswealth.com/dangers-cash/ (accessed Sep 17, 2026)
- [6] abacuswealth.com, https://abacuswealth.com/donate-now-give-later/ (accessed Sep 17, 2026)
- [7] abacuswealth.com, https://abacuswealth.com/done-60-liveaboard-life/ (accessed Sep 17, 2026)
- [8] abacuswealth.com, https://abacuswealth.com/done-60-loss-selling-house/ (accessed Sep 17, 2026)
- [9] abacuswealth.com, https://abacuswealth.com/earth-day/ (accessed Sep 17, 2026)
- [10] abacuswealth.com, https://abacuswealth.com/election-free-investment-strategy/ (accessed Sep 17, 2026)
- [11] abacuswealth.com, https://abacuswealth.com/online-banking-tweens-teens/ (accessed Sep 17, 2026)
- [12] abacuswealth.com, https://abacuswealth.com/over-taxed-under-valued/ (accessed Sep 17, 2026)
- [13] abacuswealth.com, https://abacuswealth.com/parents-retirement-nest-egg/ (accessed Sep 17, 2026)
- [14] abacuswealth.com, https://abacuswealth.com/setting-pace-finances/ (accessed Sep 17, 2026)
- [15] abacuswealth.com, https://abacuswealth.com/sometimes-really-less/ (accessed Sep 17, 2026)
- [16] abacuswealth.com, https://abacuswealth.com/spend-save-share/ (accessed Sep 17, 2026)
- [17] abacuswealth.com, https://abacuswealth.com/summer-travel-tips/ (accessed Sep 17, 2026)
- [18] abacuswealth.com, https://abacuswealth.com/thinking-about-earth-day/ (accessed Sep 17, 2026)
- [19] abacuswealth.com, https://abacuswealth.com/working-toward-sustainable-clean-energy/ (accessed Sep 17, 2026)
- [20] abacuswealth.com, https://abacuswealth.com/first-year-homeowners-watch-surprises/ (accessed Sep 17, 2026)
- [21] abacuswealth.com, https://abacuswealth.com/goals-based-investing-illusion/ (accessed Sep 17, 2026)
- [22] abacuswealth.com, https://abacuswealth.com/great-credit-card-hack/ (accessed Sep 17, 2026)
- [23] abacuswealth.com, https://abacuswealth.com/holiday-humbug-hustle/ (accessed Sep 17, 2026)
- [24] abacuswealth.com, https://abacuswealth.com/immortality-eek/ (accessed Sep 17, 2026)
- [25] abacuswealth.com, https://abacuswealth.com/leaving-money-kids/ (accessed Sep 17, 2026)
- [26] abacuswealth.com, https://abacuswealth.com/less-house-more-experiences/ (accessed Sep 17, 2026)
- [27] abacuswealth.com, https://abacuswealth.com/mastering-529-plan/ (accessed Sep 17, 2026)
- [28] abacuswealth.com, https://abacuswealth.com/money-resolution-2015/ (accessed Sep 17, 2026)
- [29] abacuswealth.com, https://abacuswealth.com/move-investments-closer-advisor/ (accessed Sep 17, 2026)
- [30] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Sep 17, 2026; Perplexity, read by Local AI Registry on Aug 4, 2026, https://localairegistry.com/methodology (accessed Sep 17, 2026)
- [31] abacuswealth.com, https://abacuswealth.com/financial-advisors-in-santa-monica/ (accessed Sep 17, 2026)