Advisors for under $500,000 in Mississippi
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.
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.
- Germaine Weldon 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.
- Lynn Phillips-Gaines Phillips Wealth Planners, Starkville Holds the CFP. Fees on file: percentage of assets, hourly.
- Jason Jager Inman Jager Wealth Management, Hattiesburg Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 54
- Firms
- 21
- Cities
- 14
- Hold the CFP
- 43%
- Other credentials: CFA 6% · CPA 9% · ChFC 4%
- How they charge (of 54 with fees on file): percentage of assets 100% · fixed fees 81% · hourly 72% · performance-based fees 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 54 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Ian McGinnis | Dental Wealth Partners | Jackson | Not listed | Percentage of assets, Hourly |
| Richard Devoe | Barnes Pettey Financial Advisors | Clarksdale | CFP | Percentage of assets, Hourly |
| Henry McCall | Inman Jager Wealth Management | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Hugh Arant | Milestone Investments Columbus | Greenwood | ChFC | Percentage of assets, Hourly |
| Lauren Douglas Carpenter | Revolution Partners | Lamar | Not listed | Percentage of assets, Hourly |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Ethan Kelly | Renaissance Advisors | Ridgeland | Not listed | Percentage of assets, Fixed fees |
| Joshua Taff | New Perspectives | Ridgeland | CFA | Percentage of assets, Hourly |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Nancy Anderson | New Perspectives | Ridgeland | CFA | Percentage of assets, Hourly |
| Allan Pickle | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Charles Marion | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Daniel Myrick | Barnes Pettey Financial Advisors | Clarksdale | Not listed | Percentage of assets, Hourly |
| Holmes Pettey | Barnes Pettey Financial Advisors | Clarksdale | Not listed | Percentage of assets, Hourly |
| James Stevens | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Joanna Greene | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| John Heidelberg | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Julie Flowers | Barnes Pettey Financial Advisors | Clarksdale | Not listed | Percentage of assets, Hourly |
| Paul Loyacono | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Paul McNeill | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Ryan Barnes | Barnes Pettey Financial Advisors | Clarksdale | Not listed | Percentage of assets, Hourly |
| Stephen Griner | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| James Gerhart | New Perspectives | Ridgeland | Not listed | Percentage of assets, Hourly |
| 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 |
| Vinicius Neves Hiratuka | Elevated Retirement Financial Services | Madison | CFP | Percentage of assets |
| Christopher Etheridge | Olive Branch Capital | Olive Branch | Not listed | Percentage of assets, Hourly |
| Christopher Murphy | 19:21 Investing | Walnut | Not listed | Percentage of assets, Fixed fees |
| Felice Olmos | Financial Concepts | Columbus | Not listed | Percentage of assets, Fixed fees |
| Kristen Kunz | Financial Concepts | Columbus | Not listed | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes