Cheryl R. Holland
ABACUS PLANNING GROUP | President
Columbia, SC 29205-2400
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CRD#: 1250450
Professional summary
Cheryl Rene Holland, CFP®, who also goes by Cheryl Renee Holland, Cheryl Holland, is a registered financial advisor currently at ABACUS PLANNING GROUP, INC. located in Columbia, South Carolina.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Cheryl has worked at 1 firm .
Biography
Cheryl sets the tone (a very clear one) for all of us. Her hard work ethic, her attitude that the client always (repeat, always) comes first, and her belief that if you say it, you do it. All those qualities drive our focus on mastery – the constant energy we devote to getting better and better and better at what we do, individually and as a team.
“The most rewarding part of these past years has been our success in bringing together bright and talented folks who genuinely connect to the Abacus culture. It motivates them to flourish. In my eyes, a thriving team translates into thriving clients.”
When Cheryl founded Abacus in 1998, she was determined to create and then follow a path that was a rare species at the time: a fee-only business model. Why? Simple. As she explains, “I wanted to provide advice for a fee. I wanted to be independent. I wanted to always, and I do mean always, put the clients and their goals and dreams first.” While the fiduciary concept has gained traction and is more widely embraced these days, she and Abacus were among its earliest pioneers.
A parallel passion driving the formation of Abacus was Cheryl’s desire, in her words, “…to have the professional chance – and personal challenge – to create a unique culture centered on listening, creativity and collaboration.” The result? A thriving team that translates into thriving clients. Today, the firm manages $1.5 billion in assets and employs over 30 (including CFPs® CFAs and CPAs). The majority of the firm’s 220 clients are entrepreneurial families with shared assets.
Naturally that level of success over 20-plus years, and the focus on families sharpened over time, have earned Cheryl and Abacus widespread recognition and influence including Schwab’s Pacesetter Award and NAPFA’s 30 Most Influential People.
She has written articles for the Journal of Financial Planning, NAPFA Advisor and Financial Planning and quoted widely in the financial press. Active in professional circles, she is a member the National Association of Personal Financial Advisors, Financial Planning Association, and the Institute for the Fiduciary Standard.
On the “giving back” front, Cheryl serves on the Bryn Mawr College Board of Trustees, Clemson University Foundation Board, United Way of the Midlands, Children’s Trust of SC Board, and Special Olympics of South Carolina Board.
Yes, it is a rich track record. But, if you know Cheryl, you know the advantage success offers is not about being in the spotlight. It is about harnessing all that experience to be certain she and Abacus come through as peerless partners for the families with shared assets they serve.
Question & Answer
What are your service offerings?
Institutional consulting
Trust & estate planning
Philanthropic services
Financial planning
Retirement planning
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
3M
Are you a "fiduciary"?
Yes
Aliases
Cheryl Renee Holland | Cheryl Holland
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Rene Holland's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Education
1976 - 1980
Experience
Current
April 17, 2009 - Present
ABACUS PLANNING GROUP, INC.
Office #1: 2500 Devine Street, Columbia, SC 29205-2400RIA
CRD#: 107994
Columbia, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ABACUS PLANNING GROUP, INC.
ABACUS PLANNING | ABACUS PLANNING GROUP, INC. | ABACUS PLANNING GROUP INC
CRD#: 107994 / SEC#: 801-55414
RIA
Registered Investment Advisory firm - (4/3/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(4/17/2009)
Exams
Current Firm
ABACUS PLANNING GROUP, INC.
ABACUS PLANNING | ABACUS PLANNING GROUP, INC. | ABACUS PLANNING GROUP INC
CRD#: 107994 / SEC#: 801-55414
RIA
Registered Investment Advisory firm - (4/3/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2500 Devine Street, Columbia, SC 29205-2400
Mailing Address
P.o. Box 5478, Columbia, SC 29250-5478
Phone number
(803) 933-0054
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,735 |
| AUM (Assets Under Management) | $ 1,899,035,212 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 01/28/2025 | ||
| 07/27/2023 | ||
| 01/27/2023 |
Red Flags
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Company Information
ABACUS PLANNING GROUP, INC.
PresidentCRD#: 107994Columbia, SC 29205-2400TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
