Firm
HB Wealth
Nashville, Tennessee
Fee-only
HB Wealth at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 325 employees and 4,808 individual clients, 3,169 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 26,148 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | hbwealth.com |
| [email protected] | |
| Phone | (404) 264-1400 |
HB Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"Our fees typically start at 1.25% of assets under management" source
"Our fees typically start at 1.25% of assets under management" source
"Family Office clients may work with HB Wealth on a flat fee basis" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $30.2 billion |
| Individual clients | 1,639 |
| High-net-worth clients | 3,169 |
| Accounts managed | 26,148 |
| Employees | 325 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-122595) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 316731 |