HMS Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$350⁠-⁠$6,000

“Client may choose to hire HMS to provide financial planning at a rate of $350 hour with a maximum fee of $6,000 for financial planning.”

Annual fee

$25,000/yr

“The minimum fee charged by HMS Capital Management, LLC for Family Wealth Advisor Services (Family Office) is $25,000/year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How HMS Investment Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “You should notify us promptly if there are any changes in your financial situation or 6|Page Investment Management Services Fees All fees are negotiable at our sole discretion.”
• “Fees for the initial month will be adjusted pro-rata based upon the number of days in the month that the advisory agreement is in effect.”
• “The fees are charged in arrears on a monthly basis and are based upon the value of the assets as of the month end.”

How HMS Investment Advisors’ fees compare

• Its flat or project fee of $350-$6,000 spans the Tennessee median of $3,000. 53% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Nashville that publish a flat or project fee charge less.
• Its annual fee of $25,000 is above the Tennessee median of $7,250. 86% of the 35 other Tennessee planners that publish an annual fee charge less.
• 4 of the 7 other planners in Nashville that publish an annual fee charge less.

About HMS Investment Advisors

• Firm size: 8 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

153

Employees

8

Works with

Individuals, high net worth individuals, charities, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$281,932,427

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149764

Website

hmscm.com (opens in new tab)

Phone

(615) 829-7200

Can advise clients in 3 states: Alabama, Tennessee, Texas

Other planners in Nashville that publish fees

• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Apple & Company, Inc.Nashville$200⁠-⁠$250/hr
• Brewer Financial StrategiesNashvilleUp to $5,000
• Cairn Financial GroupNashville$400/hr
• Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500⁠-⁠$5,000
• Decker Wealth Management, LLCNashville$1,000⁠-⁠$10,000

Compare all 32 planners in Nashville