Katherine Marie Sumner
Investment adviser representative at Abacus Wealth Partners
12 yearsExperience
2 statesRegistered 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, Inc.Jun 2021 to now
- N/aAug 2020 to May 2021
- Private FamilyFeb 2018 to Aug 2020
- N/aNov 2017 to Feb 2018
- Spotted DogOct 2017 to Oct 2017
- Girls Rock Nc, Inc.Feb 2017 to Sep 2017
- N/aJan 2017 to Feb 2017
- Smith CollegeOct 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 7392450
- Firm CRD
- 128590