# Advisors for under $500,000 in Mississippi > In Mississippi, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Josh Norris of LeFleur Financial, Vinicius Hiratuka of Elevated Retirement Financial Services LLC and Germaine Weldon of Inspired Financial Planners, LLC. Page: https://find.wellspent.co/by/financial-advisors-under-500k/mississippi/ 54 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for under $500,000 in Mississippi? In Mississippi, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Josh Norris of LeFleur Financial, Vinicius Hiratuka of Elevated Retirement Financial Services LLC and Germaine Weldon of Inspired Financial Planners, LLC. ## How many fee-only advisors for under $500,000 in Mississippi are there? The Wellspent public graph lists 54 fee-only advisors for under $500,000 in Mississippi, at 21 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Mississippi located? Of the 54 fee-only advisors for under $500,000 in Mississippi, 20 are in Ridgeland, followed by 6 in Hattiesburg and 6 in Clarksdale. ## How do fee-only advisors for under $500,000 in Mississippi charge? All 54 fee-only advisors for under $500,000 in Mississippi with fees on file charge a percentage of assets. Many use more than one: 81% charge fixed fees and 72% charge by the hour. ## How many fee-only advisors for under $500,000 in Mississippi hold the CFP? 43% of the 54 fee-only advisors for under $500,000 in Mississippi hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for under $500,000? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for under $500,000 in Mississippi? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Germaine Weldon](https://find.wellspent.co/advisors/germaine-weldon.md) | Inspired Financial Planners, LLC | Gulfport, Mississippi | CFP, CPA/PFS, Certified Student Loan Professional, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Tricia Kollath](https://find.wellspent.co/advisors/tricia-kollath.md) | Inspired Financial Planners, LLC | Gulfport, Mississippi | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Vinicius Hiratuka](https://find.wellspent.co/advisors/vinicius-hiratuka.md) | Elevated Retirement Financial Services LLC | Madison, Mississippi | CFP, CPA | Percentage of assets | | [Josh Norris](https://find.wellspent.co/advisors/josh-norris.md) | LeFleur Financial | Jackson, Mississippi | CFA, CFP, CPA | Percentage of assets | | [Nick Reiber](https://find.wellspent.co/advisors/nick-reiber.md) | Reiber Wealth Advisory Services, LLC | Madison, Mississippi | CFP, CPA, CPA/PFS | Percentage of assets | | [Tiffany Bergland](https://find.wellspent.co/advisors/tiffany-bergland.md) | Bergland Wealth Management, Inc. | Ridgeland, Mississippi | AIF, CFP, MSPFP | Percentage of assets, Fixed fees | | [Christopher Inman](https://find.wellspent.co/advisors/christopher-inman.md) | Inman Jager Wealth Management | Hattiesburg, Mississippi | CFP | Percentage of assets, Hourly | | [Jason Jager](https://find.wellspent.co/advisors/jason-jager.md) | Inman Jager Wealth Management | Hattiesburg, Mississippi | CFP | Percentage of assets, Hourly | | [Blake Headley](https://find.wellspent.co/advisors/blake-headley.md) | Renaissance Advisors | Ridgeland, Mississippi | CFP, ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Bradley Bondurant](https://find.wellspent.co/advisors/bradley-bondurant.md) | TrueLine Wealth Group | Hattiesburg, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Brown](https://find.wellspent.co/advisors/jason-brown.md) | Renaissance Advisors | Ridgeland, Mississippi | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Stephanie Kelly](https://find.wellspent.co/advisors/stephanie-kelly-7620958.md) | Renaissance Advisors | Ridgeland, Mississippi | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Yee](https://find.wellspent.co/advisors/andrew-yee.md) | Barnes Pettey Financial Advisors | Clarksdale, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Courtney Wood](https://find.wellspent.co/advisors/courtney-wood.md) | Milestone Investments Columbus | Ridgeland, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Edward Hartley](https://find.wellspent.co/advisors/edward-hartley.md) | Milestone Investments Columbus | Columbus, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Gerald Smith](https://find.wellspent.co/advisors/gerald-smith.md) | Barnes Pettey Financial Advisors | Grenada, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Ian McGinnis](https://find.wellspent.co/advisors/ian-mcginnis.md) | Dental Wealth Partners | Jackson, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Richard Devoe](https://find.wellspent.co/advisors/richard-devoe.md) | Barnes Pettey Financial Advisors | Clarksdale, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Henry McCall](https://find.wellspent.co/advisors/henry-mccall.md) | Inman Jager Wealth Management | Hattiesburg, Mississippi | | Percentage of assets, Hourly | | [Hugh Arant](https://find.wellspent.co/advisors/hugh-arant.md) | Milestone Investments Columbus | Greenwood, Mississippi | ChFC | Percentage of assets, Hourly, Fixed fees | | [Lauren Douglas Carpenter](https://find.wellspent.co/advisors/lauren-douglas-carpenter.md) | Revolution Partners | Lamar, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Erin Willcutt](https://find.wellspent.co/advisors/erin-willcutt.md) | TrueLine Wealth Group | Pascagoula, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Ethan Kelly](https://find.wellspent.co/advisors/ethan-kelly.md) | Renaissance Advisors | Ridgeland, Mississippi | | Percentage of assets, Fixed fees, Performance-based fees | | [Joshua Taff](https://find.wellspent.co/advisors/joshua-taff.md) | New Perspectives | Ridgeland, Mississippi | CFA | Percentage of assets, Hourly, Fixed fees | | [Marc Maddox](https://find.wellspent.co/advisors/marc-maddox.md) | TrueLine Wealth Group | Hattiesburg, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Nancy Anderson](https://find.wellspent.co/advisors/nancy-anderson.md) | New Perspectives | Ridgeland, Mississippi | CFA | Percentage of assets, Hourly, Fixed fees | | [Allan Pickle](https://find.wellspent.co/advisors/allan-pickle.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Charles Marion](https://find.wellspent.co/advisors/charles-marion.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Daniel Myrick](https://find.wellspent.co/advisors/daniel-myrick.md) | Barnes Pettey Financial Advisors | Clarksdale, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Holmes Pettey](https://find.wellspent.co/advisors/holmes-pettey.md) | Barnes Pettey Financial Advisors | Clarksdale, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [James Stevens](https://find.wellspent.co/advisors/james-stevens.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Joanna Greene](https://find.wellspent.co/advisors/joanna-greene.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [John Heidelberg](https://find.wellspent.co/advisors/john-heidelberg.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Julie Flowers](https://find.wellspent.co/advisors/julie-flowers.md) | Barnes Pettey Financial Advisors | Clarksdale, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Paul Loyacono](https://find.wellspent.co/advisors/paul-loyacono.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Paul McNeill](https://find.wellspent.co/advisors/paul-mcneill.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Ryan Barnes](https://find.wellspent.co/advisors/ryan-barnes.md) | Barnes Pettey Financial Advisors | Clarksdale, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Stephen Griner](https://find.wellspent.co/advisors/stephen-griner-4376876.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Tara May](https://find.wellspent.co/advisors/tara-may.md) | Milestone Investments Columbus | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [James Gerhart](https://find.wellspent.co/advisors/james-gerhart.md) | New Perspectives | Ridgeland, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Carl Easley](https://find.wellspent.co/advisors/carl-easley.md) | Easley Investment Consultants | Ridgeland, Mississippi | CFP | Percentage of assets, Hourly | | [Dieter Scherer](https://find.wellspent.co/advisors/dieter-scherer.md) | Adaptive Wealth | Gulfport, Mississippi | CFP | Percentage of assets, Hourly, Performance-based fees | | [Kelly Adams](https://find.wellspent.co/advisors/kelly-adams.md) | Easley Investment Consultants | Ridgeland, Mississippi | CFP | Percentage of assets, Hourly | | [Lauren Black](https://find.wellspent.co/advisors/lauren-black.md) | Phillips Wealth Planners | Starkville, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Lynn Phillips-Gaines](https://find.wellspent.co/advisors/lynn-phillips-gaines.md) | Phillips Wealth Planners | Starkville, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees | | [Vinicius Neves Hiratuka](https://find.wellspent.co/advisors/vinicius-neves-hiratuka.md) | Elevated Retirement Financial Services | Madison, Mississippi | CFP | Percentage of assets | | [Christopher Etheridge](https://find.wellspent.co/advisors/christopher-etheridge.md) | Olive Branch Capital | Olive Branch, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Christopher Murphy](https://find.wellspent.co/advisors/christopher-murphy.md) | 19:21 Investing | Walnut, Mississippi | | Percentage of assets, Fixed fees | | [Felice Olmos](https://find.wellspent.co/advisors/felice-olmos.md) | Financial Concepts | Columbus, Mississippi | | Percentage of assets, Fixed fees | | [Kristen Kunz](https://find.wellspent.co/advisors/kristen-kunz.md) | Financial Concepts | Columbus, Mississippi | | Percentage of assets, Fixed fees | Showing the first 50 of 54. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/mississippi/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).