Breanne
Coffey
Abound Wealth Management, LLC
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About this Advisor
Breanne Coffey is a certified financial planner based in Franklin, Tennessee with a total of 2 years of industry experience. Coffey works at Abound Wealth Management, LLC. Over the course of their career, Coffey has held roles at Chick-Fil-A, Rural Retreat High School, Wytheville Golf Club, West Virginia University Recreation Center, West Virginia Continuing Legal Education, Mountain State Analytics, LLC, Mountain State Analytics, LLC, Abound Wealth Management, LLC, University Of Georgia, West Virginia University, Lakeview Golf Resort, Chicken Salad Chick and Astreaus Advisors, LLC. Coffey has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Tennessee. Abound Wealth Management, LLC is a registered investment business that has its headquarters in Franklin, TN. It has $787 million in assets under management across its 3,026 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 3,026 customer accounts, 49% are held by high-net-worth investors who have greater than $1 million in assets. Abound Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Financial advisory fees largely depend on the services provided. However, fee types billed by Abound Wealth Management, LLC likely consist of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abound Wealth Management, LLC Brokerage Details
$787,153,136
26
3,026
$260,130
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Breanne Coffey Work History
Breanne has been registered as a financial advisor for 2 years.*
Abound Wealth Management, LLC
Abound Wealth Management, LLC
University Of Georgia
Astreaus Advisors, LLC
University Of Georgia
University Of Georgia
Chicken Salad Chick
Mountain State Analytics,LLC
West Virginia Continuing Legal Education
Mountain State Analytics, LLC
West Virginia University Recreation Center
West Virginia University
Lakeview Golf Resort
Chick-Fil-A
Wytheville Golf Club
West Virginia University
Rural Retreat High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Breanne Coffey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abound Wealth Management, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
