HMS Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,481,638
Clients
194
Advisors
1
of 1 employees
About
HMS Financial Services provides personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. As of 12/31/2025 the firm reported managing about $118.5 million across roughly 228 client relationships and offers ongoing financial planning, retirement planning, and limited tax guidance.
The firm typically implements strategic asset allocation using no-load or low-load mutual funds and exchange-traded funds with global diversification and a generally long-term orientation, while employing fundamental, technical, charting and cyclical analysis as appropriate. HMS manages accounts on both discretionary and non-discretionary bases, delivers periodic narrative updates, and provides rollover and retirement-account advice under applicable fiduciary standards.
What is distinctive about the firm compared with many independent advisers is its client mix and service set: it reports more than 200 client relationships and maintains corporate clients, pension and profit-sharing plan clients, and offers pension consulting and ERISA-related rollover guidance—services that are relatively uncommon among peers. The firm also documents written evaluations and periodic reviews for clients and maintains custodian relationships that support back-office administration and client reporting.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.35% $5,000,001+: 0.10%
Account minimum: $37,500 Minimum fee: Minimum annual fee of $375, negotiable
Main office
10 Calendar Court, Suite 200
Columbia SC 29206
Advisors at this office
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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