Firm
HMS Investment Advisors
Nashville, Tennessee
Fee-only
HMS Investment Advisors at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFA.
- Its Form ADV reports 8 employees and 153 individual clients, 63 of them high net worth.
- Its average account is about $750,000 (assets it manages divided by its 376 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | hmscm.com |
| Phone | (615) 829-7200 |
HMS Investment Advisors fees
HMS Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $282 million |
| Individual clients | 90 |
| High-net-worth clients | 63 |
| Accounts managed | 376 |
| Employees | 8 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-78569) |
| Financial planning | Offered |
| Form ADV filed | June 11, 2026 |
| SEC record | CRD 149764 |