Hallie Elizabeth Kraus
Investment adviser representative at Abacus Wealth Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Abacus Wealth Partners, LLCSep 2026 to now
- Garrison Point Advisors dba Treehouse Wealth AdvisorsJan 2025 to Aug 2026
- The Humphreys GroupApr 2017 to Jan 2025
- Bank of America, N.A.Mar 2015 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6432713
- Firm CRD
- 128590