Joshalyn Baca
HS Wealth Partners · Nashville, Tennessee
Joshalyn Baca is a fee-only financial advisor at HS Wealth Partners in Nashville, Tennessee. Joshalyn focuses on estate & legacy planning and small business owners. HS Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | HS Wealth Partners |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $481.2M across 626 accounts |
| SEC registration | Investment adviser representative in NM, TN · CRD 4043144 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hswealthpartners.com |
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Questions about Joshalyn
Is Joshalyn Baca a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshalyn holds no broker registration, and HS Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshalyn charge for financial advice?
Joshalyn's firm, HS Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshalyn Baca based?
Joshalyn Baca is based in Nashville, Tennessee.
What does Joshalyn specialize in?
Joshalyn's specialties include estate & legacy planning and small business owners. Joshalyn works with founders and high earners.
Is Joshalyn Baca registered with the SEC?
Yes. Joshalyn Baca is registered as an investment adviser representative in NM and TN (CRD 4043144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HS Wealth Partners manage?
HS Wealth Partners reports $481.2M across 626 accounts in assets under management.
How do I contact Joshalyn Baca?
Through Joshalyn's website, www.hswealthpartners.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
- HS Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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