Firm
Easley Investment Consultants
Ridgeland, Mississippi
Fee-only
Easley Investment Consultants at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 357 individual clients, 55 of them high net worth.
- Its average account is about $266,000 (assets it manages divided by its 841 accounts).
Facts
| Based in | Ridgeland, Mississippi |
|---|---|
| Website | easleyinvest.co |
| Phone | (601) 992-4101 |
Easley Investment Consultants fees
Easley Investment Consultants 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 |
|---|---|
| Assets managed | $224 million |
| Individual clients | 302 |
| High-net-worth clients | 55 |
| Accounts managed | 841 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-118212) |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 307258 |