About Abound Wealth Management, LLC
<p>Tied to “The Money Guy Show,” Abound Wealth Management, LLC brings a financial education focus to its day-to-day advisory work. The firm has 34 employees and is headquartered in Franklin, Tennessee, in the Nashville metro area, with $1.4B in AUM (2026).</p> <p>Abound Wealth is a fee-only registered investment advisor. It acts as a fiduciary, and its advice is not tied to commissions or referral fees. The firm handles 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 work as <a href="/plan-advisors">plan advisors</a>. Plan sponsors that want help evaluating investment options and documenting decisions often use a 3(21) arrangement to share fiduciary responsibility.</p> <p>Abound Wealth’s differentiator is the way it pairs education content with plan and wealth management work, which can help clients and plan committees stay engaged with decisions over time.</p> <ul> <li>$1.4B in AUM (2026) with a 34-person team</li> <li>Fee-only registered investment advisor and fiduciary</li> <li>3(21) fiduciary support for retirement plan sponsors</li> <li>Investment management focused on 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