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Firm

Abound Wealth Management, LLC

Franklin, Tennessee

Fee-only

Abound Wealth Management, LLC at a glance

  • One of 180 fee-only firms based in Tennessee in the Wellspent graph.
  • 17 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 41 employees and 914 individual clients, 640 of them high net worth.
  • Its average account is about $387,000 (assets it manages divided by its 5,040 accounts).

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

Based inFranklin, Tennessee
Websiteaboundwealth.com
Email[email protected]
Phone(615) 226-3667

Abound Wealth Management, LLC fees

Abound Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$1.9 billion
Individual clients274
High-net-worth clients640
Accounts managed5,040
Employees41
Planning clientsMore than 500
Registered withThe SEC (801-108697)
Financial planningOffered
Form ADV filedSeptember 14, 2026
SEC recordCRD 285903

Advisors at this firm (17)