Nancy Anderson
New Perspectives · Ridgeland, Mississippi
Nancy Anderson is a fee-only financial advisor at New Perspectives in Ridgeland, Mississippi, who holds the CFA credential. New Perspectives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Early-career professionals
Facts
| Firm | New Perspectives |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.7M across 1,145 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, MS · CRD 2106600 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.newper.com |
| Profile |
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Questions about Nancy
Is Nancy Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and New Perspectives reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, New Perspectives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Anderson based?
Nancy Anderson is based in Ridgeland, Mississippi.
What credentials does Nancy Anderson hold?
Nancy Anderson holds the CFA credential.
Is Nancy Anderson registered with the SEC?
Yes. Nancy Anderson is registered as an investment adviser representative in LA and MS (CRD 2106600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Perspectives manage?
New Perspectives reports $308.7M across 1,145 accounts in assets under management.
How do I contact Nancy Anderson?
Through Nancy's website, www.newper.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
- New Perspectives website : specialties, clients served, and fees, checked October 30, 2026
- 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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