Abound Wealth Management, LLC

Overview

Abound Wealth Management, LLC is an SEC registered investment adviser based in Franklin, TN, registered since 2016. It reports $1.9B in assets under management across 5,040 accounts, with 41 employees. It has 16 investment adviser representatives.

Reported AUM

$1.9B

Discretionary

100%

Accounts

5,040

Average account

$387K

Employees

41

Advisory reps

16

Registered since

2016

Jurisdictions

38

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Bo Barret Hanson Chief Compliance Officer, Member, Principal CRD 5348292
• John Brian Preston Member, Principal CRD 2923095

Advisory reps 3 of 16

• Eric Scott Baer Investment Adviser Rep CRD 7225595
• Nicholas Stephen Melo Bryan Investment Adviser Rep CRD 7970040
• Andrew Creighton Dodd Investment Adviser Rep CRD 7064619

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

317 Main St Ste 201
Franklin, TN 37064

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 38 jurisdictions

Every state, with registration dates

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