Firm
Wealthview Capital
Jackson, Mississippi
Fee-only
Wealthview Capital 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 9 employees and 191 individual clients, 78 of them high net worth.
- Its average account is about $586,000 (assets it manages divided by its 545 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Jackson, Mississippi |
|---|---|
| Website | wealthviewcapital.com |
| [email protected] | |
| Phone | (601) 981-4040 |
Wealthview Capital fees
Wealthview Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $319 million |
| Individual clients | 113 |
| High-net-worth clients | 78 |
| Accounts managed | 545 |
| Employees | 9 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-79342) |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 149476 |