Abound Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
Abound Wealth Management reports 936 clients. They include 640 high-net-worth individuals, 274 individual clients, and 22 pension and profit-sharing plans. Of its assets, 100.0% ($1.95B across 5,040 accounts) are managed with discretion. It advised 16 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 10% |
| High-net-worth individuals | 68% | 90% |
| Pension and profit-sharing plans | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 274 | $193M | 9.9% | $705K |
| High-net-worth individuals | 640 | $1.75B | 89.8% | $2.73M |
| Pension and profit-sharing plans | 22 | $5.27M | 0.3% | $240K |
| Total | 936 | $1.95B | 100% | $2.08M |
- Clients
- 274
- Regulatory AUM
- $193M
- AUM share
- 9.9%
- Avg. per client
- $705K
- Clients
- 640
- Regulatory AUM
- $1.75B
- AUM share
- 89.8%
- Avg. per client
- $2.73M
- Clients
- 22
- Regulatory AUM
- $5.27M
- AUM share
- 0.3%
- Avg. per client
- $240K
Total
- Clients
- 936
- Regulatory AUM
- $1.95B
- AUM share
- 100%
- Avg. per client
- $2.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 16
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Abound Wealth Management charges 0.50%–1.25% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $7,500 annual minimum. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- General Consulting
- General consulting is negotiated at the start of each engagement, normally as a fixed fee, invoiced on conclusion and due on receipt.
- Investment Consulting to 401(k) and Defined Contribution Plans
- Annual fee of 1.00% on the first $3 million, 0.75% on the next $2 million and 0.50% above $5 million, billed quarterly in advance.
- LevelUp Financial Planning
- Financial planning membership is $5,200 for the first year and $4,200 each year after, paid in stages in year one and upfront on each renewal.
John Preston owns 75% or more of Abound Wealth Management. The leadership team of Abound Wealth Management includes Chief Compliance Officer Bo Hanson. It has 41 employees, 26 of them in advisory roles.
Staff
- 41 employees
- 26 in advisory functions
- 14 state-registered reps
- Owns 75% or more of Abound Wealth Management, LLC
John Preston
Control person · since November 2016
- Owns 10% to 25% of Abound Wealth Management, LLC
Bo Hanson
Control person · since November 2016
Abound Wealth Management’s regulatory assets grew 3.9× from $501M (June 2021) to $1.95B (September 2026); clients rose from 334 to 936 and employees from 16 to 41.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.95B | 936 | 41 | 1 |
| Jun 2025June 2025 | $1.39B | 733 | 34 | 1 |
| Feb 2024February 2024 | $1.07B | 637 | 31 | 1 |
| Jul 2023July 2023 | $787M | 537 | 26 | 1 |
| Mar 2022March 2022 | $791M | 432 | 19 | 1 |
| Jun 2021June 2021 | $501M | 334 | 16 | 1 |
Besides its headquarters, Abound Wealth Management has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 317 Main Street, Suite 201, FranklinHQ
Contact and registration details
- Legal name
- Abound Wealth Management, LLC
- Headquarters
- 317 Main Street, Suite 201, Franklin, TN 37064
- Website
- aboundwealth.com
- Phone
- 615-226-3667
- @abound-wealth-management
- SEC file
- 801-108697
- Founded
- 2016
- Structure
- Tennessee LLC
- Fiscal year end
- December
Abound Wealth Management’s named custodians for separately managed accounts are Fidelity ($1.46B, 90%) and Charles Schwab ($168M, 10%). Abound Wealth Management has custody of $843M for 1,312 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.46B90%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $168M10%
At year end, Abound Wealth Management’s separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $504M across 1,359 positions; the largest are iShares TR (14.4%), iShares TR (10.0%) and Vanguard Tax-managed Fds (7.4%).
What the accounts hold
- Stocks4%
- Funds91%
- Bonds4%
- State and local bonds1%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash1%
How many clients does Abound Wealth Management have?
Abound Wealth Management has 936 clients and manages $1.95 billion for them, as of September 2026. They include 640 high-net-worth individuals, 274 individual clients, and 22 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Abound Wealth Management offer?
Abound Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Abound Wealth Management charge?
Abound Wealth Management charges 0.50%–1.25% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $7,500 annual minimum.
Source: ABOUND WEALTH MANAGEMENT, LLC COMPLETE BROCHURE, filed 10 August 2026
Which custodians does Abound Wealth Management use?
Abound Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.46B and Charles Schwab & Co., Inc. (Westlake, TX), with $168M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Abound Wealth Management have?
Abound Wealth Management has 14 investment adviser representatives registered with state securities authorities, out of 41 employees, and 26 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abound Wealth Management invest in?
At the end of its last fiscal year, Abound Wealth Management’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 1% state and local bonds, 1% sovereign bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abound Wealth Management?
Abound Wealth Management’s direct owners are Bo Hanson (10% to 25%) and John Preston (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Abound Wealth Management get paid?
Abound Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Abound Wealth Management?
Abound Wealth Management’s main office is at 317 Main Street, Suite 201, Franklin, TN 37064. Its phone number is 615-226-3667. Its website is aboundwealth.com.