Abound Wealth Management

Financial Advisor in Williamson County, TN

Firm Info
Address: 317 Main St Suite 201, Franklin, TN 37064, USA
Phone: (615) 226-3667

Firm Size
Assets Under Management: $791.4 million
# of Advisors: 13
# of Clients: 2,390
Client to Advisor Ratio: 184:1
Average Account Size: $331,128
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Other

Get Connected with a Financial Advisor

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Abound Wealth Management, LLC Overview

Abound Wealth Management, LLC is a registered investment advisory firm that provides investment advice only. Since its establishment in 2016, the firm has been offering its fee-based services to individuals and small businesses. The headquarters of the firm is located in Franklin, TN. Abound Wealth Management, LLC offers a range of financial services, including financial planning, portfolio management, and pension consulting services. The firm also provides educational seminars and workshops to help clients gain an understanding of the market trends and investment strategies. Moreover, the firm offers financial consulting services to assist clients with investment-related decisions. At Abound Wealth Management, LLC, the fee arrangement is based on the services provided. The firm provides transparent and competitive fees, and the clients pay only for the services they use. The team of experienced professionals at Abound Wealth Management, LLC is dedicated to providing customized financial solutions to help clients achieve their investment goals.

Abound Wealth Management, LLC is dedicated to providing financial management services to a diverse range of clients. Their clients come from all walks of life and range from individuals to high net worth individuals, and even pension or profit sharing plans. Abound Wealth Management, LLC understands that everyone's financial situation is unique, and they work diligently to provide customized financial services to meet each client's specific needs. When it comes to fee structures, Abound Wealth Management, LLC provides several options depending on the service provided. They offer a percentage of assets under management (AUM) fee, which is based on the total amount of assets that they manage for their clients. They also offer an hourly fee structure, where clients are charged for the amount of time spent on their particular financial needs. Additionally, they offer other types of fees, such as performance-based fees, which are charged based on the overall performance of the client's portfolio. Abound Wealth Management, LLC is committed to transparency and will always provide their clients with a clear understanding of their fee structure and the services provided.

Typical Clients, Fee Structures & Investment Minimum

According to Abound Wealth Management, LLC's Part 2 Brochure, the firm does not mention an investment minimum.

How This Office Can Help Williamson County, TN Residents

Abound Wealth Management is a trusted financial advisor in Williamson County, TN. The company offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. The team at Abound takes a comprehensive and personalized approach to wealth management, ensuring that each client receives customized advice and guidance that aligns with their unique financial situation. Williamson County is known for its high cost of living, which can make it difficult for some residents to save for retirement or invest in their future. Additionally, rising healthcare costs and the need for long-term care can be major financial concerns for seniors and their families. Abound Wealth Management works with clients to create comprehensive retirement plans that meet their individual needs, helping them save for their future and prepare for any unexpected expenses. The team also provides estate planning services to ensure that clients’ assets are protected and transferred to their heirs in the most tax-efficient manner. Overall, Abound is dedicated to helping clients achieve financial success and security in Williamson County, TN.

To view the Minimum Investment and Fee Schedule for Abound Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Abound Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Abound Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Other
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 317 Main St Suite 201, Franklin, TN 37064, USA
Phone (615) 226-3667
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Abound Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Pennsylvania
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Abound Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.