About Abound Wealth Management, LLC
<p>With $1.4B in AUM (2026) and a 34-person team, Abound Wealth Management, LLC works with clients from its headquarters in Franklin, Tennessee, in the Nashville metro area.</p> <p>Abound Wealth is a fee-only registered investment advisor. The firm acts as a fiduciary, with advice that is not tied to commissions or referral fees. Its work includes investment management and financial planning, with an emphasis on simplifying portfolios and helping clients make clearer financial decisions.</p> <p>For workplace retirement plans, Abound Wealth provides 3(21) fiduciary services as part of its <a href="/plan-advisors">plan advisors</a> role. Plan sponsors that want support evaluating investment options and documenting decisions often use a 3(21) arrangement for shared fiduciary responsibility.</p> <p>One thing that sets Abound Wealth apart is its focus on financial education, including its connection to “The Money Guy Show,” alongside day-to-day advisory work.</p> <ul> <li>Fee-only registered investment advisor and fiduciary</li> <li>3(21) fiduciary support for retirement plan sponsors</li> <li>Investment management and portfolio simplification</li> <li>Financial planning tied to retirement and long-term goals</li> </ul>
Website: https://aboundwealth.com/
Employees: 34
Office Locations
- Franklin, TN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.4B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| APPLE 401(K) PLAN | APPLE INC., CA | $24.7B | 101,217 |
| DELTA 401(K) RETIREMENT PLAN FOR PILOTS | DELTA AIR LINES, INC., GA | $15.9B | 14,981 |
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | SOUTHWEST AIRLINES COMPANY, TX | $11.6B | 11,679 |
| ADVOCATE AURORA HEALTH 401(K) PLAN | ADVOCATE AURORA HEALTH, INC, WI | $10.5B | 83,445 |
| BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | BROWN & BROWN, INC., FL | $1.8B | 12,393 |
| MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN | MARVELL SEMICONDUCTOR, INC., CA | $1.4B | 2,970 |
| CROWN CASTLE INC. 401(K) PLAN | CROWN CASTLE INC., TX | $1.1B | 3,947 |
| NETJETS INC. 401(K) PLAN | NETJETS INC., OH | $836M | 3,191 |
| NATIONAL INSTRUMENTS 401(K) PLAN | NATIONAL INSTRUMENTS CORPORATION, TX | $779M | 1,582 |
| BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | BIOMARIN PHARMACEUTICAL INC., CA | $715M | 1,939 |
| BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN | BENTLEY SYSTEMS, INC., PA | $595M | 1,629 |
| SWBMG 401(K) PLAN | THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP, CA | $149M | 221 |
| BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | BRIXMOR EMPLOYMENT COMPANY, LLC, NY | $110M | 455 |
| PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | PEACH STATE FEDERAL CREDIT UNION, GA | $24M | 219 |