Hunley Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning and consulting, and ERISA plan services. The firm charges clients on a percentage-of-assets basis for portfolio management and also provides standalone fixed-fee financial planning and referrals to third‑party managers.
The firm generally manages accounts on a discretionary basis and uses a mix of analytical methods (including fundamental, technical, charting and Monte Carlo analysis) and strategies that can include long- and short-term holdings and options. It routinely accesses model portfolios and sub‑advisors through institutional marketplaces (notably Altruist and Charles Schwab) and monitors third‑party managers while acting as the client liaison.
Founded in 2024 and managing roughly $16.1 million in discretionary assets across three advisors and about 44 clients, the firm is relatively small for a “supported” advisor yet relies on institutional platforms and offers both 3(21) and 3(38) ERISA fiduciary services, a combination not commonly seen at this scale. The firm’s principal maintains outside insurance and real‑estate businesses and the firm discloses receipt of insurance commissions and TPM referral fees as potential conflicts of interest; it also leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning from $1,200 to $25,000, negotiable based on complexity and client needs
Up to 1.5% annually (negotiable, flat maximum)
Investment Advisor Representatives receive commissions from insurance product sales separately from advisory fees
Fee-only: Financial planning fixed fees range from $1,200 to $25,000
Main office
See office1 Music Circle North, Suite 400
Nashville TN 37203
Advisors at this office
3
Offices (2)
Most active in
Kentucky · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Timothy G
CFA®
Nashville, TN
Hunley Wealth Management LLC
Timothy Giles is a CFA® charterholder affiliated with Hunley Wealth Management LLC in Nashville, TN, with one year of industry experience. Prior to joining the firm, he held roles including Business Analyst and Insight Manager at Entertainment Partners and served in the U.S. Army National Guard. Giles is also licensed as an insurance agent with Hunley Insurance LLC. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management, financial planning, and ERISA plan services. The firm employs a variety of analytical methods and accesses institutional marketplaces to manage portfolios and third-party managers while offering both 3(21) and 3(38) fiduciary services.
Mark S
CFP®, Series 66
Nashville, TN
Hunley Wealth Management LLC
Mark Spinosa is a CFP® with 17 years of industry experience, currently serving as an advisor at Hunley Wealth Management LLC. His prior experience includes roles at Valic Financial Advisors, Inc. and Merrill. Outside of his advisory work, he is involved in multiple investment-related ventures, including membership in MAS Investments, LLC, focusing on buy-and-hold rental properties. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm employs a range of analytical methods and utilizes institutional platforms to manage portfolios, providing both 3(21) and 3(38) ERISA fiduciary services.
Robert B
Series 66
Chattanooga, TN
Hunley Wealth Management LLC
Robert Berghel III is a financial advisor with Hunley Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation and 10 years of industry experience. His career includes roles at firms such as Valic Financial Advisors and Prudential Insurance Company of America. He also operates Hunley Insurance LLC, where he engages in insurance sales and service. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management, financial planning, and ERISA plan services. The firm employs a variety of analytical methods and strategies, uses institutional platforms, and offers both 3(21) and 3(38) ERISA fiduciary services.
Joshua H
ChFC®, Series 66
Nashville, TN
Hunley Wealth Management LLC
Joshua Hunley is a financial advisor at Hunley Wealth Management LLC in Nashville, TN, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has previously worked at Prudential Financial Planning Services and VALIC Financial Advisors. Outside of advisory work, he is involved in insurance sales through Hunley Insurance LLC. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management, financial planning, and ERISA plan services. The firm employs a range of analytical methods and strategies, accesses model portfolios and sub-advisors via institutional platforms, and offers both 3(21) and 3(38) fiduciary services.
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