Matthew D. Hoffner

ABOUND WEALTH MANAGEMENT

Franklin, TN 37064

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CRD#: 5925929

Professional summary

Matthew D Hoffner, CFP®, who also goes by Matt Hoffner, is a registered financial advisor currently at ABOUND WEALTH MANAGEMENT, LLC located in Franklin, Tennessee.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Hoffner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew D Hoffner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 27, 2019 - Present

ABOUND WEALTH MANAGEMENT, LLC

Office #1: 317 Main Street Suite 201, Franklin, TN 37064

RIA

CRD#: 285903

Franklin, TN

Past

August 24, 2017 - December 1, 2017

MONARCH ADVISORY GROUP

RIA

CRD#: 289057

Franklin, TN

Past

July 21, 2017 - December 11, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

FRANKLIN, TN

Past

June 22, 2016 - July 19, 2017

WESTERN WEALTH MANAGEMENT LLC

RIA

CRD#: 283545

FRANKLIN, TN

Past

September 30, 2014 - June 22, 2016

WESTERN WEALTH MANAGEMENT LLC

RIA

CRD#: 167344

FRANKLIN, TN

Past

March 28, 2014 - March 26, 2015

MONARCH ADVISORY GROUP

RIA

CRD#: 138228

FRANKLIN, TN

Past

August 30, 2013 - October 30, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

FRANKLIN, TN

Past

August 14, 2013 - December 11, 2017

LPL FINANCIAL LLC

CRD#: 6413

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ABOUND WEALTH MANAGEMENT, LLC

CRD#: 285903 / SEC#: 801-108697

RIA

Registered Investment Advisory firm - (11/23/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/27/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/29/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2013

General Securities Representative Examination

Current Firm

ABOUND WEALTH MANAGEMENT, LLC

CRD#: 285903 / SEC#: 801-108697

RIA

Registered Investment Advisory firm - (11/23/2016 Approved)

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Contact information

Main Address

317 Main Street Suite 201, Franklin, TN 37064

Mailing Address

Phone number

(615) 226-3667

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABOUND WEALTH MANAGEMENT, LLC COMPLETE BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	4,104
AUM (Assets Under Management)	$ 1,391,082,443

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
12/14/2023	Cover Page	Report
01/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew D. Hoffner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew D Hoffner's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONARCH ADVISORY GROUP

LPL FINANCIAL LLC

WESTERN WEALTH MANAGEMENT LLC

WESTERN WEALTH MANAGEMENT LLC

MONARCH ADVISORY GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

ABOUND WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2013

SIE

Date: 12/11/2017

Series 7

Date: 8/14/2013

Current Firm

ABOUND WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ABOUND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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