Hunley Wealth Management LLC

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Client assets under management

$14,000,000

Clients

6% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$411,765

About

Hunley Wealth Management serves individual and high‑net‑worth clients and also provides advisory services to retirement plans under ERISA as either a 3(21) or 3(38) fiduciary. The firm offers discretionary asset management, written financial planning and consulting, and facilitates access to third‑party managers when appropriate.

The firm manages client portfolios on a discretionary basis using a mix of analysis methods (including fundamental and technical analysis and Monte Carlo planning) and may implement long‑ and short‑term strategies, option positions, and tax‑aware rebalancing. When third‑party managers or sub‑advisors are engaged, Hunley Wealth acts as the client liaison, monitors performance and alignment with client objectives, and retains authority to hire or terminate those managers.

Compared with many peers, Hunley Wealth operates with a small client base (three advisors serving 34 clients and roughly $14 million in discretionary AUM) while maintaining no formal account minimum, and it offers ERISA 3(38) investment‑manager services in addition to individual wealth management. The firm discloses that advisors receive external compensation (referral fees from TPMs and commissions from insurance sales, with an advisor spending about 15% of time on insurance activities), requires use of specific custodial platforms through its institutional relationships, and does not vote client proxies (clients vote their own proxies unless assistance is requested).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fee between $1,200 and $25,000 for financial planning services

Percentage

1.5% annually maximum, negotiable

Project-based

$250 per hour for financial planning services

Other

Fee-only: Financial planning fees charged as hourly ($250/hour) or fixed fee ($1,200 to $25,000)

Main office location

Hunley Wealth Management LLC

1 Music Circle North, Suite 400

Nashville TN 37203, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 615-967-4328

Advisors at this firm

Timothy G

CFA®

Nashville, TN

Hunley Wealth Management LLC

Timothy Giles is a CFA® charterholder based in Nashville, TN, currently with Hunley Wealth Management LLC. He has been with Hunley Wealth Management and Hunley Insurance LLC since 2025. Prior to his advisory role, he worked as a Business Analyst and Insight Manager at Entertainment Partners, a television and movie production professional services firm. Hunley Wealth Management serves individual and high-net-worth clients as well as retirement plans under ERISA, offering discretionary asset management, financial planning, and consulting. The firm employs a range of analytical methods and may engage third-party managers while maintaining a small client base and no formal account minimum.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive

Robert B

Series 66

Chattanooga, TN

Hunley Wealth Management LLC

Robert Berghel III is a financial advisor at Hunley Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Pruco Securities LLC, and The Prudential Insurance Company of America. He is also involved with Hunley Insurance LLC, where he works as an insurance agent. Hunley Wealth Management serves individual and high-net-worth clients as well as retirement plans under ERISA, providing discretionary asset management, financial planning, and consulting. The firm employs a mix of fundamental and technical analysis, Monte Carlo planning, and may use option strategies and tax-aware rebalancing, while also managing third-party advisors on behalf of clients.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive

Joshua H

Series 66

Nashville, TN

Hunley Wealth Management LLC

Joshua Hunley is a financial advisor with Hunley Wealth Management LLC in Nashville, TN, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Prudential Financial Planning Services and Valic Financial Advisors. He is also president of Hunley Insurance LLC, where he engages in insurance sales and processing. Hunley Wealth Management serves individual and high-net-worth clients as well as retirement plans under ERISA, providing discretionary asset management, financial planning, and consulting. The firm employs multiple analysis methods and offers ERISA 3(38) fiduciary services while maintaining a small client base and no formal account minimum.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive

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