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HS Wealth Partners

Updated today

Client assets under management

$432,816,083

Clients

265

36% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$1,633,268

About

HS Wealth Partners is a registered investment adviser serving individuals (including high-net-worth clients), trusts and estates, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm reports managing about $481 million for roughly 265 clients and provides ERISA-focused support to plan sponsors, including investment oversight, vendor analysis and IPS support.

The firm’s investment process is grounded in fundamental analysis and a primarily long-term orientation, constructing portfolios of ETFs, individual equities and bonds while sometimes retaining legacy positions for tax or fit considerations. HS Wealth Partners acts as a fiduciary, provides ongoing monitoring and rebalancing, and will execute shorter-term trades as needed for reallocation, tax harvesting or to meet client cash needs.

Noteworthy features include an uncommon multi-office structure (five offices) for a team-sized adviser and the firm’s role as sponsor of a wrap-fee program that bundles custodial, transaction and administrative costs into a single asset-based fee—an arrangement the brochure identifies as having potential conflicts related to trading incentives. The adviser also discloses an institutional platform relationship with Goldman Sachs that provides technological and other support, and several advisory personnel hold insurance licenses and professional credentials (e.g., CFP, CIMA), which the firm notes and manages as potential conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Retired Founder/Business Owner

Main office location

HS Wealth Partners

25 Music Square East, Suite 200

Nashville TN 37203, United States

Number of offices

5

Most active in

Arizona · California · New Mexico · New York · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony S

CFP®, Series 63

Nashville, TN

HS Wealth Partners

Anthony Steffan is a CFP® with 30 years of industry experience. He is currently with HS Wealth Partners, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and UBS Financial Services. In addition to advising, he is a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation of insurance recommendations. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and provides ongoing portfolio supervision and reporting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Retired Founder/Business Owner
user avatar

Joshalyn B

Series 66

Nashville, TN

HS Wealth Partners

Joshalyn Baca is a financial advisor at HS Wealth Partners with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Cambridge Investment Research Advisors. Baca is also a licensed insurance agent involved in insurance sales and implementation. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach and manages approximately $397.6 million for around 180 clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Retired Founder/Business Owner
user avatar

Pete H

Series 63, Series 65

Nashville, TN

HS Wealth Partners

Pete Henderson is a financial advisor at HS Wealth Partners with 32 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at UBS Financial Services and Cambridge Investment Research Advisors. Henderson is also an independent insurance agent. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Retired Founder/Business Owner
user avatar

Jack H

Series 65

Nashville, TN

HS Wealth Partners

Jack Henderson is a financial advisor at HS Wealth Partners in Nashville, TN, holding a Series 65 designation. He began his career at HS Wealth Partners in 2024 and has prior experience at Stifel and other roles outside the financial industry. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach with portfolios constructed of ETFs, individual equities, and bonds, and provides ongoing portfolio supervision and reporting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Retired Founder/Business Owner
user avatar

Daniel F

Series 65

Encino, CA

HS Wealth Partners

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Retired Founder/Business Owner
user avatar

Nicholas F

Series 65

Encino, CA

HS Wealth Partners

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Retired Founder/Business Owner
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