Jaime Ruff
HB Wealth · Nashville, Tennessee
Jaime Ruff is a fee-only financial advisor at HB Wealth in Nashville, Tennessee, who holds the CFP, CPA/PFS and MBA credentials. Jaime charges a percentage of assets and a flat fee or retainer (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Ultra high net worth
- Multi-generational families
- Divorced individuals
- High earners
Facts
| Firm | HB Wealth |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $30.16B across 26,148 accounts |
| Credentials | CFP · CPA/PFS · MBA · CFDS |
| SEC registration | Investment adviser representative in GA · CRD 5680454 |
| Firm size | 325 employees |
| Disclosures | Reported; see the SEC record |
| Website | hbwealth.com |
| Profile |
How Jaime's firm compares
- HB Wealth's average account is about $1.2 million, from its Form ADV (assets managed divided by 26,148 accounts).
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Questions about Jaime
Is Jaime Ruff a fee-only financial advisor?
Yes. Jaime Ruff is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jaime's firm.
How does Jaime charge for financial advice?
Jaime charges a percentage of assets and a flat fee or retainer.
How much does Jaime charge?
According to HB Wealth's website, checked October 28, 2026: 1.25% a year on the first tier of assets managed.
Where is Jaime Ruff based?
Jaime Ruff is based in Nashville, Tennessee.
What does Jaime specialize in?
Jaime's specialties include estate & legacy planning, tax planning, retirement planning, divorce financial planning and family wealth transfer. Jaime works with founders, executives, physicians, ultra high net worth and multi-generational families.
What credentials does Jaime Ruff hold?
Jaime Ruff holds the CFP, CPA/PFS, MBA and CFDS credentials.
Is Jaime Ruff registered with the SEC?
Yes. Jaime Ruff is registered as an investment adviser representative in GA (CRD 5680454), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does HB Wealth manage?
HB Wealth reports $30.16B across 26,148 accounts in assets under management.
How do I contact Jaime Ruff?
Through Jaime's website, hbwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- HB Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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