AGP Franklin, LLC logo

AGP Franklin, LLC

Updated today

Client assets under management

$247,058,110

Clients

456

19% high-net worth

Advisors

3

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

152

Very High

Average account size

$541,794

About

AGP Franklin provides investment advisory and wealth management services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management, retirement account advice, and financial planning. The firm constructs customized portfolios using individual equities, mutual funds, ETFs and REITs and provides ongoing supervision and client consultation.

The firm’s investment approach relies primarily on fundamental analysis and a long‑term orientation while permitting shorter‑term trades for rebalancing, tax or cash‑flow needs; portfolios are tailored to each client’s stated goals, risk tolerance and legacy considerations. AGP Franklin acts as a fiduciary and conducts regular account reviews, and may refer clients to outside specialists when appropriate.

AGP Franklin is a sponsor of a wrap fee program that bundles custodial, administrative and transaction costs into a single asset‑based fee — a practice that is relatively uncommon among similarly supported firms and can affect trade activity and product selection. The firm is a recently formed, three‑advisor practice managing roughly $247 million in client assets, and several advisory persons are also licensed insurance professionals, a relationship the brochure discloses as a potential conflict of interest when insurance products are recommended.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Percentage

up to 2.25% annually (negotiable, based on factors such as scope, complexity, asset level, and client relationship)

Commissions

Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.

Other

Fee-only: Fee-based advisory firm compensated solely by clients; no commissions from product sponsors or third parties for advisory services.

Main office location

AGP Franklin, LLC

3326 Aspen Grove Drive, Suite 602

Franklin TN 37067, United States

Number of offices

2

Most active in

Alabama · Florida · Georgia · Louisiana · Mississippi · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward L

Series 63, Series 66

Franklin, TN

AGP Franklin, LLC

Edward Lewis is a financial advisor at AGP Franklin, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Eudaimonia Partners, LLC. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term portfolio management, offering customized portfolios and conducting regular reviews while managing accounts in-house.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Ethan P

Series 65

Franklin, TN

AGP Franklin, LLC

Ethan Pflug is a financial advisor at AGP Franklin, LLC with a Series 65 designation and one year of industry experience. Prior to joining AGP Franklin, he was associated with Aspen Grove Asset Management from 2022 to 2024 and attended the University of Alabama from 2021 to 2025. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios that include stocks, mutual funds, ETFs, bonds, and REITs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Charles C

Series 63, Series 65

Franklin, TN

AGP Franklin, LLC

Charles Crouch is a financial advisor at AGP Franklin, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Raymond James Financial Services in various capacities from 2002 to 2024. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a long-term orientation, managing portfolios in-house and offering a wrap fee program that consolidates transaction, custodial, and administrative costs into a single fee.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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