Matthew
Hoffner
Abound Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Hoffner is a certified financial planner who works out of Franklin, Tennessee, with a total of 4 years of industry experience. Hoffner is currently employed by Abound Wealth Management, LLC. Over the course of their career, Hoffner has held roles at Lpl Financial LLC, Virginia Tech, Western Wealth Management, LLC, Abound Wealth Management and Monarch Advisory Group, LLC. Hoffner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Tennessee. Abound Wealth Management, LLC is a financial advisory business that has its headquarters in Franklin, TN. It has $787 million in assets under management among its 3,026 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,026 client accounts, 49% belong to high-net-worth individuals who have greater than $1 million in investable assets. Abound Wealth Management, LLC provides a diverse range 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 usually are based on the type of financial services. However, fee types billed by Abound Wealth Management, LLC may include any combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Matthew Hoffner Work History
Matthew has been registered as a financial advisor for 4 years.*
Abound Wealth Management
Abound Wealth Management
Monarch Advisory Group, LLC
Western Wealth Management, LLC
Lpl Financial LLC
Virginia Tech
*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 Matthew Hoffner 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
