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Bo Barret Hanson

Abound Wealth Management, LLC

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About Bo Barret Hanson

Bo Barret Hanson is a financial advisor with Abound Wealth Management, LLC. Bo is a Certified Financial Planner and a Chartered Financial Analyst. Bo has been in the industry since 2009 and has worked with both high net worth individuals and individuals other than high net worth. Bo is registered to provide investment advisory services in Tennessee and Texas. Bo also owns a real estate holding company, Bribo, with Brian Preston. Bo is also registered to provide investment advisory services in Tennessee and Texas. Bo’s specializations include retirement planning, college savings, estate planning, and business planning.

Firm Information

Bo Hanson is currently registered with Abound Wealth Management, LLC. Abound Wealth Management, LLC is an investment advisory firm located in Franklin, TN. The firm provides financial consulting, financial planning, pension consulting, and educational seminars. Abound Wealth Management serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm has approximately $1.07 billion in regulatory assets under management.
Abound Wealth Management, LLC

317 MAIN STREET

FRANKLIN, TN 37064

$1.07B

Assets Under Management

17

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for speaking engagements

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Bo Hanson’s Registration & Firm History

TN

01/03/2017 - Present

Abound Wealth Management, LLC (FRANKLIN TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bo Barret Hanson.
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