Firm
Adaptive Wealth
Gulfport, Mississippi
Fee-only
Adaptive Wealth at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $197,000 (assets it manages divided by its 17 accounts).
Facts
| Based in | Gulfport, Mississippi |
|---|---|
| Website | adaptivewealth.com |
| [email protected] | |
| Phone | (202) 567-7870 |
Adaptive Wealth fees
Adaptive Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 9 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 171045 |