Portia Wells
HMS Investment Advisors · Nashville, Tennessee
Portia Wells is a fee-only financial advisor at HMS Investment Advisors in Nashville, Tennessee, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in TN · CRD 4843365 |
| Exams passed | Series 66 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hmscm.com |
How Portia'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 Portia
Is Portia Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Portia 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 Portia charge for financial advice?
Portia's firm, HMS Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Portia Wells based?
Portia Wells is based in Nashville, Tennessee.
What credentials does Portia Wells hold?
Portia Wells holds the CFP credential.
Is Portia Wells registered with the SEC?
Yes. Portia Wells is registered as an investment adviser representative in TN (CRD 4843365), 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 Portia Wells?
Through Portia'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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