Dana Brisendine
HMS Investment Advisors · Nashville, Tennessee
Dana Brisendine is a fee-only financial advisor at HMS Investment Advisors in Nashville, Tennessee. 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 |
| SEC registration | Investment adviser representative in TN · CRD 2360831 |
| Exams passed | Series 63 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hmscm.com |
How Dana'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 Dana
Is Dana Brisendine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana 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 Dana charge for financial advice?
Dana's firm, HMS Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dana Brisendine based?
Dana Brisendine is based in Nashville, Tennessee.
Is Dana Brisendine registered with the SEC?
Yes. Dana Brisendine is registered as an investment adviser representative in TN (CRD 2360831), 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 Dana Brisendine?
Through Dana'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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