ABENS FINANCIAL SERVICES INC
SEC RegisteredVision Directed - Client Focused
About the firm
Abens Financial Services, Inc. was founded in Minneapolis, Minnesota in 1987 as a full-service financial services company. They are a Registered Investment Advisor committed to providing clients with the highest standard of personal service and independent professional advice. They tailor their relationship with each client, incorporating individual goals and objectives into personalized financial plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management programs, financial planning, tax issues, trust services including estate planning, business consulting, employee benefit consulting, and insurance.
Who they serve
Individual investors, employers, and trustees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 52 | $25M |
| High Net Worth Individuals | 41 | $91M |
| State/Municipal Entities | 5 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Above $5,000,000 | 0.50% |
| First $1,000,000 | 1.50% |
| Next $2,000,000 ($1,000,001 to $3,000,000) | 1.20% |
| Next $2,000,000 ($3,000,001 to $5,000,000) | 0.80% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ABENS FINANCIAL SERVICES INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.