Brenton W. Kessel

ABACUS WEALTH PARTNERS

Santa Monica, CA 90401

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CRD#: 2826946

Professional summary

Brenton Warwick Kessel, CFP®, who also goes by Brenton W. Kessel, Brenton Kessel, is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Santa Monica, California.

Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brenton has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brenton W. Kessel | Brenton Kessel

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 Enough Project . Curating a community of fortunate people who wish to use their excess resources to address the world's most pressing problems. I provide research and facilitate conversation circles and lead workshops that are qualitative explorations. No financial advice given. No compensation I am on the national board of LIFT Communities. I am on the Financial Advisory Committee of the Board of the Tsoknyi Humanitarian Foundation (I"m not a board member however). I have no formal investment advisory or financial role - I'm one of 5 committee members who helps oversee two outside investment advisory firms who manage THF's endowment. Abacus isn't one of them and is not to be considered for any services to THF given my role and conflict of interest it would present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenton Warwick Kessel's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1996

Experience

Current

January 21, 2004 - Present

ABACUS WEALTH PARTNERS

Office #1: 429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401

RIA

CRD#: 128590

Santa Monica, CA

Past

September 25, 2015 - July 18, 2019

ALIGN IMPACT, LLC

RIA

CRD#: 176516

SANTA MONICA, CA

Past

June 22, 2004 - January 21, 2010

ABACUS PORTFOLIOS

RIA

CRD#: 131410

PACIFIC PALISADES, CA

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 WEALTH PARTNERS

ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC

CRD#: 128590 / SEC#: 801-62557

RIA

Registered Investment Advisory firm - (1/2/2004 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

California
(1/21/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 11/7/1996

General Securities Representative Examination

Current Firm

ABACUS WEALTH PARTNERS

ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC

CRD#: 128590 / SEC#: 801-62557

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401

Mailing Address

Phone number

(888) 422-2287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABACUS WEALTH PARTNERS, LLC FIRM BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	5,866
AUM (Assets Under Management)	$ 3,270,847,563

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brenton W. Kessel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenton Warwick Kessel's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABACUS WEALTH PARTNERS

ALIGN IMPACT, LLC

ABACUS PORTFOLIOS

Primary Firm SEC Registration

ABACUS WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 7

Date: 11/7/1996

Current Firm

ABACUS WEALTH PARTNERS

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABACUS WEALTH PARTNERS

TRUST BUT VERIFY

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