Abound Wealth Management, LLC

Abound Wealth Management, LLC (CRD# 285903) is a financial advisory firm headquartered in Franklin, TN. They manage $1,065,305,770 in 3,513 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,065
    MILLION
  • Total Number of Accounts
    3,513
    ACCOUNTS
  • Average Account Value
    $303,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Abound Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Bo B. Hanson
CRD#: 5348292
317 Main Street, Suite 201, Franklin, TN 37064

Bo Hanson (CRD# 5348292) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has 1 year of experience in the finance industry.

2
Matthew D. Hoffner
CRD#: 5925929
317 Main Street, Suite 201, Franklin, TN 37064

Matthew Hoffner (CRD# 5925929) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 10 years of experience in the finance industry.

3
John B. Preston
CRD#: 2923095
317 Main Street, Suite 201, Franklin, TN 37064

John Preston (CRD# 2923095) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 26 years of experience in the finance industry.

4
Carter W. Thomas
CRD#: 6102891
317 Main Street, Suite 201, Franklin, TN 37064

Carter Thomas (CRD# 6102891) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 11 years of experience in the finance industry.

5
Eric S. Baer
CRD#: 7225595
317 Main Street, Suite 201, Franklin, TN 37064

Eric Baer (CRD# 7225595) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 4 years of experience in the finance industry.

6
Breanne M. Coffey
CRD#: 6644518
317 Main Street, Suite 201, Franklin, TN 37064

Breanne Coffey (CRD# 6644518) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 7 years of experience in the finance industry.

7
Andrew C. Dodd
CRD#: 7064619
317 Main Street, Suite 201, Franklin, TN 37064

Andrew Dodd (CRD# 7064619) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 4 years of experience in the finance industry.

8
Eric J. Hale
CRD#: 7250694
317 Main Street, Suite 201, Franklin, TN 37064

Eric Hale (CRD# 7250694) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has 1 year of experience in the finance industry.

9
Hannah E. Lindsey
CRD#: 7466771
317 Main Street, Suite 201, Franklin, TN 37064

Hannah Lindsey (CRD# 7466771) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 5 years of experience in the finance industry.

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