Firm
Branning Wealth Management
Jackson, Mississippi
Fee-only
Branning Wealth Management 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 website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Jackson, Mississippi |
|---|---|
| Website | branwealth.com |
| [email protected] | |
| Phone | (601) 500-7925 |
Branning Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Branning Basic Plan $3,000 ($1,000 Up Front)" source
"New clients with at least $1 million in assets managed are assessed an advisory fee of 1%." source
"offers services to new clients with investment assets of at least $500,000 (or total net worth of $1 million)" source
"Most often, Branning Wealth Management charges an asset-based fee that is billed in arrears quarterly." source
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.