Robert Berghel
Robert Berghel is a registered investment advisor at Hunley Wealth Management LLC, based in Nashville, TN, with 10 years of industry experience. Robert 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
Robert is an insurance agent at Hunley Insurance LLC since 2025, focusing on insurance sales and service. This takes about 10-20% of his time and occurs during trading hours.
Employment History
Current Registrations
Hunley Wealth Management LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ftb Advisors, INC.
Ftb Advisors, INC.Broker
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.