Flat-fee financial advisors in Mississippi
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Germaine Weldon Inspired Financial Planners, LLC, Gulfport Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Gerald Smith Barnes Pettey Financial Advisors, Grenada Holds the CFP. Fees on file: percentage of assets, hourly.
- Courtney Wood Milestone Investments Columbus, Ridgeland Holds the CFP. Fees on file: percentage of assets, hourly.
- Bradley Bondurant TrueLine Wealth Group, Hattiesburg Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Denny Grantham Poole Advisors, Ridgeland Holds the CFP. Fees on file: percentage of assets, hourly.
- Tiffany Bergland Bergland Wealth Management, Inc., Ridgeland Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 69
- Firms
- 22
- Cities
- 18
- Hold the CFP
- 26%
- Other credentials: CFA 4% · CPA 3% · ChFC 3%
- How they charge (of 69 with fees on file): fixed fees 93% · percentage of assets 91% · hourly 77% · performance-based fees 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 69 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 |
| Tiffany Bergland | Bergland Wealth Management, Inc. | Ridgeland | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| Ryan Earley Flat-fee, comprehensive planning for Mississippi state employees in PERS, from a planner who is a vested PERS member himself. | PERS Pro | Vancleave | MBA | One-time planning fee, 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 |
| Dalion Welch | Duncan Wealth Management | Madison | Not listed | Ongoing planning fee |
| 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 |
| Samuel Taylor | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| Stephen Griner | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Steven Randolph | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Tyson Rutland | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| James Gerhart | New Perspectives | Ridgeland | Not listed | 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 |
| William Harmon | Harmon Financial Advisors | Flowood | CFP, PFS | Percentage of assets, Hourly |
| Gary Wilson | Hardy Reed | Oxford | CFA | Percentage of assets, Hourly |
| Anita Giglio | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Anthony Savage | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Brandy Stanford | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Christopher Etheridge | Olive Branch Capital | Olive Branch | Not listed | Percentage of assets, Hourly |
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