Bryan Fastenau
HMS Investment Advisors · Nashville, Tennessee
Bryan Fastenau is a fee-only financial advisor at HMS Investment Advisors in Nashville, Tennessee, who holds the CFA credential. HMS Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | HMS Investment Advisors |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $281.9M across 376 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 6937531 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hmscm.com |
How Bryan's firm compares
- HMS Investment Advisors's average account is about $750,000, from its Form ADV (assets managed divided by 376 accounts).
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Questions about Bryan
Is Bryan Fastenau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and HMS Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, HMS Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Fastenau based?
Bryan Fastenau is based in Nashville, Tennessee.
What credentials does Bryan Fastenau hold?
Bryan Fastenau holds the CFA credential.
Is Bryan Fastenau registered with the SEC?
Yes. Bryan Fastenau is registered as an investment adviser representative in TN (CRD 6937531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HMS Investment Advisors manage?
HMS Investment Advisors reports $281.9M across 376 accounts in assets under management.
How do I contact Bryan Fastenau?
Through Bryan's website, www.hmscm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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