Brian Preston
Abound Wealth Management, LLC · Franklin, Tennessee
Brian Preston is a fee-only financial advisor at Abound Wealth Management, LLC in Franklin, Tennessee, who holds the CFP, CPA/PFS and CFA credentials. Abound Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Abound Wealth Management, LLC |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.95B across 5,040 accounts |
| Credentials | CFP · CPA/PFS · CFA |
| Firm size | 41 employees |
| Website | aboundwealth.com |
How Brian's firm compares
- Abound Wealth Management, LLC's average account is about $387,000, from its Form ADV (assets managed divided by 5,040 accounts).
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Questions about Brian
Is Brian Preston a fee-only financial advisor?
Yes. Brian Preston is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Brian charge for financial advice?
Brian's firm, Abound Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Preston based?
Brian Preston is based in Franklin, Tennessee.
What credentials does Brian Preston hold?
Brian Preston holds the CFP, CPA/PFS and CFA credentials.
How much does Abound Wealth Management, LLC manage?
Abound Wealth Management, LLC reports $1.95B across 5,040 accounts in assets under management.
How do I contact Brian Preston?
Through Brian's website, aboundwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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