Carter Thomas
Abound Wealth Management · Franklin, Tennessee
Carter Thomas is a fee-only financial advisor at Abound Wealth Management in Franklin, Tennessee, who holds the CFP credential. Abound Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Abound Wealth Management |
|---|---|
| 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 |
| SEC registration | Investment adviser representative in TN · CRD 6102891 |
| Exams passed | Series 63 (2012) · Series 65 (2012) |
| Firm size | 41 employees |
| Disclosures | None reported |
| Website | www.aboundwealth.com |
How Carter's firm compares
- Abound Wealth Management's average account is about $387,000, from its Form ADV (assets managed divided by 5,040 accounts).
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Questions about Carter
Is Carter Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Abound Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carter charge for financial advice?
Carter's firm, Abound Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carter Thomas based?
Carter Thomas is based in Franklin, Tennessee.
What credentials does Carter Thomas hold?
Carter Thomas holds the CFP credential.
Is Carter Thomas registered with the SEC?
Yes. Carter Thomas is registered as an investment adviser representative in TN (CRD 6102891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Abound Wealth Management manage?
Abound Wealth Management reports $1.95B across 5,040 accounts in assets under management.
How do I contact Carter Thomas?
Through Carter's website, www.aboundwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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