A
Abby Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
ABBY ADVISORS LLC is a fee-only registered investment adviser founded in November 2024 and overseen by its sole principal, Jason Joseph. The firm states it provides investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth individuals, and corporations; as of December 2025 it reported $0 in discretionary and non‑discretionary assets under management.
ABBY describes an investment process built around asset allocation and a mix of fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, and cash equivalents and that can be managed on a discretionary or non‑discretionary basis. The firm may use both passive and active vehicles, focuses on longer‑term holdings while permitting short‑term trades as appropriate, and recommends Charles Schwab for custody and trade execution.
Compared with many investment‑manager peers that rely primarily on percentage‑of‑AUM billing, ABBY offers a range of planning fee arrangements including fixed project fees, a recurring monthly planning subscription ($199–$499), and an hourly rate ($250/hour) for project‑based work — the availability of hourly billing is relatively uncommon for firms in this category. The firm also discloses it does not accept commissions, does not custody client assets directly, and permits client‑imposed investment restrictions while exercising negotiated discretionary authority when engaged.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-based financial planning fees range from $1,000 to $5,000; initial fee for ongoing financial planning up to $500
1.00% annually
$250 per hour for project-based financial planning
Ongoing financial planning fees ranging from $199 to $499 per month
Fee-only: Financial planning fees only; no commissions or sales-related compensation
Main office location
Abby Advisors LLC
Dobbs Ferry NY, United States
Number of offices
1
Most active in
Abby Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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