Bo Hanson is a CFA, CFP-designated registered investment advisor at Abound Wealth Management, LLC, based in Franklin, TN, with 13 years of industry experience. Bo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 733 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum portfolio value is generally $750,000 and the minimum annual fee is $7,500. Fees may be negotiable.
Fee Estimator
Contact
Bo Hanson
Location
317 Main Street, Suite 201, Franklin, TN, 37064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bo co-owns Bribo, a real estate holding company, with Brian Preston, acting as property owner and manager. He spends minimal time on this activity.
Employment History
Current Registrations
Abound Wealth Management, LLC
Previous Registrations
Preston & Cleveland Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Away from the firm, Bo loves spending time with his wife, Jenna, and their daughter, Barrett. They live in Franklin, Tennessee and attend Fellowship Bible Church. He serves on the board of Preston Taylor Ministries, an organization that provides mentoring, education assistance, and discipleship to youth in Nashville. In his spare time, he loves staying active and being outdoors.