CFP financial advisors in Mississippi
How do I find fee-only advisors who hold the CFP in Mississippi?
In Mississippi, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Josh Norris of LeFleur Financial, Vinicius Hiratuka of Elevated Retirement Financial Services LLC and Tricia Kollath of Inspired Financial Planners, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Josh Norris LeFleur Financial, Jackson Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Vinicius Hiratuka Elevated Retirement Financial Services LLC, Madison Holds the CFP and CPA. Fees on file: percentage of assets.
- Tricia Kollath Inspired Financial Planners, LLC, Gulfport Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Nick Reiber Reiber Wealth Advisory Services, LLC, Madison Holds the CFP and CPA. Fees on file: percentage of assets.
- Robert Sutton Guaranty Private Wealth, Ridgeland Holds the CFP. Fees on file: percentage of assets.
- Reid Watson Legacy Wealth Management, Ridgeland Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 31
- Firms
- 21
- Cities
- 12
- Hold the CFP
- 100%
- Other credentials: CFA 3% · CPA 16% · ChFC 10%
- How they charge (of 31 with fees on file): percentage of assets 100% · hourly 61% · fixed fees 58% · performance-based fees 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Mississippi are there?
The Wellspent public graph lists 31 fee-only advisors who hold the CFP in Mississippi, at 21 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Mississippi located?
Of the 31 fee-only advisors who hold the CFP in Mississippi, 10 are in Ridgeland, followed by 3 in Jackson and 3 in Gulfport.
How do fee-only advisors who hold the CFP in Mississippi charge?
All 31 fee-only advisors who hold the CFP in Mississippi with fees on file charge a percentage of assets. Many use more than one: 61% charge by the hour and 58% charge fixed fees.
How many fee-only advisors who hold the CFP in Mississippi hold the CFP?
100% of the 31 fee-only advisors who hold the CFP in Mississippi hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Mississippi?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP in Mississippi?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jason Branning | Branning Wealth Management | Jackson | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| Johnson Rhett | Branning Wealth Management, LLC | Jackson | CFP, ChFC | Percentage of assets, One-time planning fee |
| Germaine Weldon | Inspired Financial Planners, LLC | Gulfport | CFP, CPA/PFS, Certified Student Loan Professional, CPA | Percentage of assets, Hourly |
| Tricia Kollath | Inspired Financial Planners, LLC | Gulfport | CFP, CPA | Percentage of assets, Hourly |
| Vinicius Hiratuka | Elevated Retirement Financial Services LLC | Madison | CFP, CPA | Percentage of assets |
| Josh Norris | LeFleur Financial | Jackson | CFA, CFP, CPA | Percentage of assets |
| Nick Reiber | Reiber Wealth Advisory Services, LLC | Madison | CFP, CPA, CPA/PFS | Percentage of assets |
| Tiffany Bergland | Bergland Wealth Management, Inc. | Ridgeland | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| Christopher Inman | Inman Jager Wealth Management | Hattiesburg | CFP | Percentage of assets, Hourly |
| Jason Jager | Inman Jager Wealth Management | Hattiesburg | CFP | Percentage of assets, Hourly |
| Reid Watson | Legacy Wealth Management | Ridgeland | CFP | Percentage of assets |
| Blake Headley | Renaissance Advisors | Ridgeland | CFP, ChFC | Percentage of assets, Fixed fees |
| Bradley Bondurant | TrueLine Wealth Group | Hattiesburg | CFP | Percentage of assets, Hourly |
| Jason Brown | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Stephanie Kelly | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Andrew Yee | Barnes Pettey Financial Advisors | Clarksdale | CFP | Percentage of assets, Hourly |
| Courtney Wood | Milestone Investments Columbus | Ridgeland | CFP | Percentage of assets, Hourly |
| Edward Hartley | Milestone Investments Columbus | Columbus | CFP | Percentage of assets, Hourly |
| Gerald Smith | Barnes Pettey Financial Advisors | Grenada | CFP | Percentage of assets, Hourly |
| Richard Devoe | Barnes Pettey Financial Advisors | Clarksdale | CFP | Percentage of assets, Hourly |
| Robert Sutton | Guaranty Private Wealth | Ridgeland | CFP | Percentage of assets |
| Carl Easley | Easley Investment Consultants | Ridgeland | CFP | Percentage of assets, Hourly |
| Dieter Scherer | Adaptive Wealth | Gulfport | CFP | Percentage of assets, Hourly |
| Kelly Adams | Easley Investment Consultants | Ridgeland | CFP | Percentage of assets, Hourly |
| Lauren Black | Phillips Wealth Planners | Starkville | CFP | Percentage of assets, Hourly |
| Lynn Phillips-Gaines | Phillips Wealth Planners | Starkville | CFP | Percentage of assets, Hourly |
| Margaret Justus | Hardy Reed | Oxford | CFP | Percentage of assets, Hourly |
| Michael Denny | Grantham Poole Advisors | Ridgeland | CFP | Percentage of assets, Hourly |
| Richard Hill | Hardy Reed | Tupelo | CFP | Percentage of assets, Hourly |
| Vinicius Neves Hiratuka | Elevated Retirement Financial Services | Madison | CFP | Percentage of assets |
| William Harmon | Harmon Financial Advisors | Flowood | CFP, PFS | Percentage of assets, Hourly |
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