Firm
Financial Concepts
Columbus, Mississippi
Fee-only
Financial Concepts at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 19 employees and 2,518 individual clients, 310 of them high net worth.
- Its average account is about $208,000 (assets it manages divided by its 5,235 accounts).
Facts
| Based in | Columbus, Mississippi |
|---|---|
| Website | fincon.net |
| [email protected] | |
| Phone | (662) 327-1480 |
Financial Concepts fees
Financial Concepts 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 · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 2,208 |
| High-net-worth clients | 310 |
| Accounts managed | 5,235 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-72394) |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 157616 |