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Bo Barret Hanson

ABOUND WEALTH MANAGEMENT, LLC·FRANKLIN, Tennessee
Unclaimed Profile
317 MAIN STREET, FRANKLIN, TN 37064CRD# 5348292Firm CRD# 285903
01

About

Bo Barret Hanson is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with ABOUND WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ABOUND WEALTH MANAGEMENT, LLC
ABOUND WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
31
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FEES FOR SPEAKING ENGAGEMENTS
Regulatory
SEC/IARD CRD# 5348292
Firm CRD# 285903
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bo Barret Hanson offer?
Bo Barret Hanson specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Bo Barret Hanson's credentials?
Bo Barret Hanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bo Barret Hanson located?
Bo Barret Hanson is based in FRANKLIN, Tennessee, working with ABOUND WEALTH MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Bo Barret Hanson charge for services?
Bo Barret Hanson's firm is compensated through percentage of aum, hourly charges, other: fees for speaking engagements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABOUND WEALTH MANAGEMENT, LLC?
ABOUND WEALTH MANAGEMENT, LLC has approximately 31 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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