# Joseph Horner

> Joseph Horner is a fee-only financial advisor at Private Wealth Management in Memphis, Tennessee. Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-horner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Private Wealth Management
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $832.5M across 571 accounts
- **CRD:** 1747094 (https://adviserinfo.sec.gov/individual/summary/1747094)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (1987), Series 65 (1996)
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Joseph Horner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Horner based?

Joseph Horner is based in Memphis, Tennessee.

### Is Joseph Horner registered with the SEC?

Yes. Joseph Horner is registered as an investment adviser representative in TN and TX (CRD 1747094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Wealth Management manage?

Private Wealth Management reports $832.5M across 571 accounts in assets under management.

### How do I contact Joseph Horner?

Contact details aren't on file yet. Search for Private Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1747094): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.