Firm
Hoskins Financial
Nashville, Tennessee
Fee-only
Hoskins Financial 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 1 employee and 29 individual clients, 5 of them high net worth.
- Its average account is about $191,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | hoskinsfinancialllc.com |
| Phone | (615) 321-7333 |
Hoskins Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Hoskins Financial does not currently impose a minimum account balance to get started." source
"Our investment advisory fee structure is straightforward and based on a percentage of assets under management." source
"Financial planning fees, if applicable, are based on an hourly rate and agreed upon in advance." 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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 24 |
| High-net-worth clients | 5 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 319452 |