John Preston is a CFP, PFS-designated registered investment advisor at Abound Wealth Management, LLC, based in Franklin, TN, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Medical Professionals, and 2 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
John Preston
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
Brian is the President of 88 Times Over, which owns the intellectual property for The Money Guy Show, dedicating about 40% of his time to this activity. He also co-owns Bribo real estate holding company and spends minimal time as a property owner and manager.
Employment History
Current Registrations
Abound Wealth Management, LLC
Previous Registrations
Preston & Cleveland Wealth Management, LLC
State Registrations1 state
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
When not helping clients reach success with simple, smart strategies, Brian loves spending time with his wife, Jennifer, and their two daughters.