Abound Wealth Management, LLC fees and pricing
Financial planner in Franklin, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 10, 2026, Abound Wealth Management, LLC charges a flat or project fee of $5,200 and an annual fee of $4,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,200
“Our LevelUp financial planning services fee is $5,200 for the first year, and then $4,200 each year thereafter.”
- Annual fee
- $4,200/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abound Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The minimum fee is discussed in advance of beginning our work and could be higher depending upon the scope and complexity of your financial situation.”
- “Portfolio management fees are generally payable quarterly, in advance.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
How Abound Wealth Management, LLC’s fees compare
- Its flat or project fee of $5,200 is above the Tennessee median of $3,000. 66% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 8 of the 14 other planners in Franklin that publish a flat or project fee charge less.
- Its annual fee of $4,200 is below the Tennessee median of $7,250. 26% of the 35 other Tennessee planners that publish an annual fee charge less.
- None of the 4 other planners in Franklin that publish an annual fee charge less.
About Abound Wealth Management, LLC
“General Information Abound Wealth Management, LLC (“Abound”) was formed in 2016 and provides financial planning, portfolio management and consulting services to our clients.”
- Principal: Brian Preston
- Firm size: 41 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $750,000 in assets (stated in brochure)
- Clients
- 914
- Employees
- 41
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $1,948,433,647
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285903
- Phone
- (615) 226-3667
Can advise clients in 38 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Franklin that publish fees
- Arrow AllianceFranklin$2,500, $500-$25,000/mo
- Beacon Capital Management, LLCFranklin$250-$500/hr, $1,200-$10,000
- Cap Partners, LLCFranklin$100-$500/hr, $500-$5,000
- Efinancial Alliance, LLCFranklin$295/hr, $5,000-$10,000
- Goto Financial Advisory LLCFranklin$200/hr, $975
- Greensview Wealth ManagementFranklin$100-$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.