Gary Wilson
Hardy Reed · Oxford, Mississippi
Gary Wilson is a fee-only financial advisor at Hardy Reed in Oxford, Mississippi, who holds the CFA credential. Hardy Reed reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hardy Reed |
|---|---|
| Based in | Oxford, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.89B across 997 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MS · CRD 7350184 |
| Exams passed | Series 63 (2021) · Series 65 (2025) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hardyreed.com |
How Gary's firm compares
- Hardy Reed's average account is about $2.9 million, from its Form ADV (assets managed divided by 997 accounts).
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Questions about Gary
Is Gary Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Hardy Reed reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Hardy Reed, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Wilson based?
Gary Wilson is based in Oxford, Mississippi.
What credentials does Gary Wilson hold?
Gary Wilson holds the CFA credential.
Is Gary Wilson registered with the SEC?
Yes. Gary Wilson is registered as an investment adviser representative in MS (CRD 7350184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hardy Reed manage?
Hardy Reed reports $2.89B across 997 accounts in assets under management.
How do I contact Gary Wilson?
Through Gary's website, www.hardyreed.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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