Firm
Eversight Wealth
Jackson, Mississippi
Fee-only
Eversight Wealth at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 37 individual clients, 30 of them high net worth.
- Its average account is about $990,000 (assets it manages divided by its 104 accounts).
Facts
| Based in | Jackson, Mississippi |
|---|---|
| Website | eversightwealth.com |
| Phone | (601) 202-1356 |
Eversight Wealth fees
Eversight 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 | Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 7 |
| High-net-worth clients | 30 |
| Accounts managed | 104 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 175285 |