Hunley Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200⁠-⁠$25,000

“Services are offered based on a flat fee between $1,200 and $25,000.”

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

How Hunley Wealth Management LLC bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous billing month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fee charged by each TPM will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Hunley Wealth Management LLC’s fees compare

• Its flat or project fee of $1,200-$25,000 spans the Tennessee median of $3,000. 96% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 13 of the 13 other planners in Nashville that publish a flat or project fee charge less.

About Hunley Wealth Management LLC

• Principal: Joshua Hunley
• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

44

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$16,072,733

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331504

Website

hunleywealthmanagement.com (opens in new tab)

Phone

(615) 967-4328

Can advise clients in 2 states: Kentucky, Tennessee

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

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