# Flat-fee financial advisors in Mississippi

> In Mississippi, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Germaine Weldon of Inspired Financial Planners, LLC, Gerald Smith of Barnes Pettey Financial Advisors and Courtney Wood of Milestone Investments Columbus.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/mississippi/
69 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge flat or fixed fees in Mississippi?

In Mississippi, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Germaine Weldon of Inspired Financial Planners, LLC, Gerald Smith of Barnes Pettey Financial Advisors and Courtney Wood of Milestone Investments Columbus.

## How many fee-only advisors who charge flat or fixed fees in Mississippi are there?

The Wellspent public graph lists 69 fee-only advisors who charge flat or fixed fees in Mississippi, at 22 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who charge flat or fixed fees in Mississippi located?

Of the 69 fee-only advisors who charge flat or fixed fees in Mississippi, 21 are in Ridgeland, followed by 8 in Tupelo and 6 in Clarksdale.

## How do fee-only advisors who charge flat or fixed fees in Mississippi charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Mississippi is fixed fees, used by 93% of the 69 with fees on file. Many use more than one: 91% charge a percentage of assets and 77% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in Mississippi hold the CFP?

26% of the 69 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in Mississippi?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees 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 |
| [Tiffany Bergland](https://find.wellspent.co/advisors/tiffany-bergland.md) | Bergland Wealth Management, Inc. | Ridgeland, Mississippi | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| [Ryan Earley](https://find.wellspent.co/advisors/ryan-earley.md) | PERS Pro | Vancleave, Mississippi | MBA | One-time planning fee, 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 |
| [Dalion Welch](https://find.wellspent.co/advisors/dalion-welch.md) | Duncan Wealth Management | Madison, Mississippi |   | Ongoing planning fee |
| [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 |
| [Samuel Taylor](https://find.wellspent.co/advisors/samuel-taylor-1232458.md) | Wealthview Capital | Jackson, Mississippi |   | Ongoing planning fee |
| [Stephen Griner](https://find.wellspent.co/advisors/stephen-griner-4376876.md) | Milestone Investments Columbus | Ridgeland, Mississippi |   | Percentage of assets, Hourly, Fixed fees |
| [Steven Randolph](https://find.wellspent.co/advisors/steven-randolph.md) | Wealthview Capital | Jackson, Mississippi |   | Ongoing planning fee |
| [Tara May](https://find.wellspent.co/advisors/tara-may.md) | Milestone Investments Columbus | Ridgeland, Mississippi |   | Percentage of assets, Hourly, Fixed fees |
| [Tyson Rutland](https://find.wellspent.co/advisors/tyson-rutland.md) | Wealthview Capital | Jackson, Mississippi |   | Ongoing planning fee |
| [James Gerhart](https://find.wellspent.co/advisors/james-gerhart.md) | New Perspectives | Ridgeland, Mississippi |   | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Margaret Justus](https://find.wellspent.co/advisors/margaret-justus.md) | Hardy Reed | Oxford, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Denny](https://find.wellspent.co/advisors/michael-denny.md) | Grantham Poole Advisors | Ridgeland, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees |
| [Richard Hill](https://find.wellspent.co/advisors/richard-hill.md) | Hardy Reed | Tupelo, Mississippi | CFP | Percentage of assets, Hourly, Fixed fees |
| [William Harmon](https://find.wellspent.co/advisors/william-harmon.md) | Harmon Financial Advisors | Flowood, Mississippi | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Gary Wilson](https://find.wellspent.co/advisors/gary-wilson.md) | Hardy Reed | Oxford, Mississippi | CFA | Percentage of assets, Hourly, Fixed fees |
| [Anita Giglio](https://find.wellspent.co/advisors/anita-giglio.md) | Hardy Reed | Tupelo, Mississippi |   | Percentage of assets, Hourly, Fixed fees |
| [Anthony Savage](https://find.wellspent.co/advisors/anthony-savage.md) | Hardy Reed | Tupelo, Mississippi |   | Percentage of assets, Hourly, Fixed fees |
| [Brandy Stanford](https://find.wellspent.co/advisors/brandy-stanford.md) | Hardy Reed | Tupelo, Mississippi |   | Percentage of assets, Hourly, Fixed fees |
| [Christopher Etheridge](https://find.wellspent.co/advisors/christopher-etheridge.md) | Olive Branch Capital | Olive Branch, Mississippi |   | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 69. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/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).
