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

1-4 advisors or >$200M in AUM

Clients per advisor

152

Very High

Average account size

$541,794

About

AGP Franklin, LLC is a registered investment adviser that serves individual and high‑net‑worth clients, reporting roughly $247 million in assets under management for about 456 client relationships and operating with three advisors under two dba practices. The firm provides discretionary and non‑discretionary portfolio management, wealth management, financial planning, and retirement‑account advice.

The adviser employs fundamental analysis and typically pursues a long‑term investment strategy while permitting tactical or shorter‑term trades when client objectives or market conditions warrant. Portfolios are built from individual equities, ETFs, mutual funds, bonds and REITs, with ongoing monitoring, periodic rebalancing, and the ability for clients to impose reasonable investment restrictions.

AGP Franklin sponsors a wrap fee program that bundles securities transaction, custodial and administrative costs into a single asset‑based fee (Covered Costs), a fee structure the brochure highlights as potentially altering total client costs depending on trading activity and that is uncommon among similar supported firms. The firm discloses an institutional relationship with its recommended custodian that provides research, software and other economic benefits, and notes that certain advisory personnel are also licensed to sell insurance products on a commission basis (a separate revenue source).

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Real estate investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

up to 2.25% annually (negotiable, depending on factors including the level of assets managed, scope and complexity of services, overall relationship)

Commissions

Certain Advisory Persons receive commissions as licensed insurance professionals from sale of insurance products separate from advisory fees.

Other

Fee-only: Wealth management fees up to 2.25% annually, negotiated and paid quarterly in advance based on market value of assets at the end of prior quarter.

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 Real estate investing
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 Real estate investing
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 Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")