Joshua Hunley
Joshua Hunley is a registered investment advisor at Hunley Wealth Management LLC, based in Nashville, TN, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 34 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
1 Music Circle North, Suite 400, Nashville, TN, 37203
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua owns Ewing Properties, LLC for tax purposes and also owns property in Ewing, VA. He is also an insurance agent/president at Hunley Insurance LLC, dedicating about 10-20% of his time to insurance sales and processing.
Employment History
Current Registrations
Hunley Wealth Management LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.