Firm
Grantham Poole Advisors
Ridgeland, Mississippi
Fee-only
Grantham Poole Advisors at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 36 individual clients, 26 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 72 accounts).
Facts
| Based in | Ridgeland, Mississippi |
|---|---|
| Phone | (601) 499-2400 |
Grantham Poole Advisors fees
Grantham Poole Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $90 million |
| Individual clients | 10 |
| High-net-worth clients | 26 |
| Accounts managed | 72 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 116956 |