Nashville, TN Office
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Hunley Wealth Management LLC
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Firm-wide stats for Hunley Wealth Management LLC
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.
Based on Hunley Wealth Management LLC
Expertise
Based on Hunley Wealth Management LLC
Location
1 Music Circle North, Suite 400
Nashville TN 37203
Advisors at this office
3
Advisors at this office
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.
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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