Stephen
Gentzler

Abound Wealth Management, LLC

CRD#6411372
Investment Advisor
in Franklin, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stephen Gentzler is a financial advisor based in Franklin, Tennessee, working with Abound Wealth Management, LLC. Stephen has previously held positions at Paulson Wealth Management LLC, Murphy Financial Group, and Abound Wealth Management, LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Stephen is part of Abound Wealth Management, LLC, which operates out of Franklin, Tennessee. The firm has 31 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Abound Wealth Management, LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

317 Main Street Suite 201
Franklin, TN 37064

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

Total Assets Under Management

$1,065,305,770

TN Average: $730,596,643
Total Number of Employees

31

TN Average: 15
Total Number of Accounts

3,513

TN Average: 968
Average Account Size

$303,247

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Stephen Gentzler Work History

2022 - Present (2 years)

Abound Wealth Management, LLC

2020 - 2022 (2 years)

Murphy Financial Group

2015 - 2020 (5 years)

Paulson Wealth Management LLC

2013 - 2014 (1 year)

Paulson Wealth Management LLC

Disclosures

Please visit the SEC profile of Stephen Gentzler 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

Matthew Hoffner
Franklin, TN
Stephen Gentzler
Franklin, TN
Carter Thomas
Franklin, TN
Breanne Coffey
Franklin, TN
Eric Hale
Franklin, TN
Hannah Lindsey
Franklin, TN
Bo Hanson
Franklin, TN
Andrew Dodd
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started