Eric
Baer
Abound Wealth Management, LLC
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About this Advisor
Eric Baer is a certified financial planner operating out of Franklin, Tennessee with a total of 2 years of relevant experience. Baer is on the advisory team at Abound Wealth Management, LLC. Their career trajectory has included roles at Watson Planning, Abb, Inc, Ge and Abound Wealth Management, LLC. Baer maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Tennessee. Abound Wealth Management, LLC is a business operating out of Franklin, TN. It has $787 million in assets among its 3,026 accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,026 customer accounts, 49% are held by high-net-worth clients who have at least $1 million in assets. Abound Wealth Management, LLC performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Abound Wealth Management, LLC likely include any combination 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
Eric Baer Work History
Eric has been registered as a financial advisor for 2 years.*
Abound Wealth Management, LLC
Watson Planning
Abound Wealth Management, LLC
Abb, Inc
Ge
*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 Eric Baer 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.
