Abound Wealth Management, LLC

CRD#285903
Investment Advisor Firm

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Learn more about Abound Wealth Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Abound Wealth Management, LLC is located at 317 Main Street, Franklin, TN. The firm employs 22 financial advisors. Abound Wealth Management, LLC is not a registered broker-dealer.

    The firm manages $1.4 billion in assets under management across 4,104 accounts, all of which are discretionary. Over the past year, 700 clients have received financial planning services. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The firm serves retail investors, high net worth investors, and pension plans, with high net worth investors representing the largest client type by accounts. The fee structure includes asset-based, hourly, and other fees. There are 487 high net worth clients.

    Abound Wealth Management, LLC is registered in Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, Wisconsin, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $1.4 billion

    Number of Advisors

    22

    Disclosures

    No

    Office Location

    317 Main Street
    Franklin, TN 37064

    Abound Wealth Management, LLC by the Numbers

    Total Assets Under Management

    $1.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    34

    National Average: 64
    Total Number of Accounts

    4,104

    National Average: 375,227
    Average Account Size

    $339.0 thousand

    National Average: $23.0 thousand
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    Products and Services

    Services that Abound Wealth Management, LLC offers can include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. In the last financial year, Abound Wealth Management, LLC provided 700 of its accounts with financial planning servcies. The firm is not involved in selling products or offering services apart from investment advice to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management typically are based on the type of financial services provided. Fees charged by Abound Wealth Management, LLC can include some combination of the following fee structures: asset-based, hourly, and other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Abound Wealth Management, LLC. Abound Wealth Management, LLC has the ability to withdraw its fees directly from client accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    It works with retail investors, high net worth investors, and pension plans. Out of its 4,104 clients, Abound Wealth Management, LLC's largest client type by number of accounts is high net worth investors, though it also serves 487 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 66.44%
    • Other Individuals - 31.11%
    • Corporations - 2.46%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Abound Wealth Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Abound Wealth Management, LLC

    Stephen Gentzler
    Franklin, TN
    Hannah Lindsey
    Franklin, TN
    Grace Lewis
    Franklin, TN
    Nicholas Bryan
    Franklin, TN
    Matthew Hoffner
    Franklin, TN
    Breanne Coffey
    Franklin, TN
    Carter Thomas
    Franklin, TN
    Eric Hale
    Franklin, TN
    Bo Hanson
    Franklin, TN

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