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Wellspent public graph/Locations/United States/Mississippi
United States

Fee-only advisors in Mississippi

Fee-only advisors in Ridgeland, Jackson and Tupelo, plus 16 other cities.

By the numbers

The Wellspent public graph lists 91 fee-only financial advisors serving Mississippi at 35 firms, most in Ridgeland, Jackson and Tupelo. 34% hold the CFP certification. Of the 91 with fees on file, 93% charge percentage of assets.

Advisors listed
91
Firms
35
Cities
19
Hold the CFP
34%
  • Other credentials: CFA 5% · CPA 5% · ChFC 4%
  • How they charge (of 91 with fees on file): percentage of assets 93% · fixed fees 70% · hourly 65% · performance-based fees 5%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Mississippi (91)

Fee-only advisors serving Mississippi: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jason Branning Branning Wealth Management Jackson CFP, RICP, ChFC, CDFA Percentage of assets, One-time planning fee
Johnson Rhett Branning Wealth Management, LLC Jackson CFP, ChFC Percentage of assets, One-time planning fee
Germaine Weldon Inspired Financial Planners, LLC Gulfport CFP, CPA/PFS, Certified Student Loan Professional, CPA Percentage of assets, Hourly
Tricia Kollath Inspired Financial Planners, LLC Gulfport CFP, CPA Percentage of assets, Hourly
Vinicius Hiratuka Elevated Retirement Financial Services LLC Madison CFP, CPA Percentage of assets
Josh Norris LeFleur Financial Jackson CFA, CFP, CPA Percentage of assets
Nick Reiber Reiber Wealth Advisory Services, LLC Madison CFP, CPA, CPA/PFS Percentage of assets
Tiffany Bergland Bergland Wealth Management, Inc. Ridgeland AIF, CFP, MSPFP Percentage of assets, Fixed fees
Ryan Earley Flat-fee, comprehensive planning for Mississippi state employees in PERS, from a planner who is a vested PERS member himself. PERS Pro Vancleave MBA One-time planning fee, Hourly
Christopher Inman Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Jason Jager Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Reid Watson Legacy Wealth Management Ridgeland CFP Percentage of assets
Blake Headley Renaissance Advisors Ridgeland CFP, ChFC Percentage of assets, Fixed fees
Bradley Bondurant TrueLine Wealth Group Hattiesburg CFP Percentage of assets, Hourly
Jason Brown Renaissance Advisors Ridgeland CFP Percentage of assets, Fixed fees
Stephanie Kelly Renaissance Advisors Ridgeland CFP Percentage of assets, Fixed fees
Andrew Yee Barnes Pettey Financial Advisors Clarksdale CFP Percentage of assets, Hourly
Courtney Wood Milestone Investments Columbus Ridgeland CFP Percentage of assets, Hourly
Edward Hartley Milestone Investments Columbus Columbus CFP Percentage of assets, Hourly
Gerald Smith Barnes Pettey Financial Advisors Grenada CFP Percentage of assets, Hourly
Ian McGinnis Dental Wealth Partners Jackson Not listed Percentage of assets, Hourly
Richard Devoe Barnes Pettey Financial Advisors Clarksdale CFP Percentage of assets, Hourly
Dalion Welch Duncan Wealth Management Madison Not listed Ongoing planning fee
Henry McCall Inman Jager Wealth Management Hattiesburg Not listed Percentage of assets, Hourly
Robert Sutton Guaranty Private Wealth Ridgeland CFP Percentage of assets
Forbes Watson Legacy Wealth Management Ridgeland Not listed Percentage of assets
Hugh Arant Milestone Investments Columbus Greenwood ChFC Percentage of assets, Hourly
Lauren Douglas Carpenter Revolution Partners Lamar Not listed Percentage of assets, Hourly
Maggie Hartness Legacy Wealth Management Ridgeland Not listed Percentage of assets
Wilfred Henderson Legacy Wealth Management Ridgeland Not listed Percentage of assets
Chad Edmonson Lee-Way Financial Hattiesburg CFA Percentage of assets
Erin Willcutt TrueLine Wealth Group Pascagoula Not listed Percentage of assets, Hourly
Ethan Kelly Renaissance Advisors Ridgeland Not listed Percentage of assets, Fixed fees
Joshua Taff New Perspectives Ridgeland CFA Percentage of assets, Hourly
Marc Maddox TrueLine Wealth Group Hattiesburg Not listed Percentage of assets, Hourly
Nancy Anderson New Perspectives Ridgeland CFA Percentage of assets, Hourly
Allan Pickle Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Charles Marion Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Daniel Myrick Barnes Pettey Financial Advisors Clarksdale Not listed Percentage of assets, Hourly
Holmes Pettey Barnes Pettey Financial Advisors Clarksdale Not listed Percentage of assets, Hourly
James Stevens Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Joanna Greene Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
John Heidelberg Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Julie Flowers Barnes Pettey Financial Advisors Clarksdale Not listed Percentage of assets, Hourly
Paul Loyacono Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Paul McNeill Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Ryan Barnes Barnes Pettey Financial Advisors Clarksdale Not listed Percentage of assets, Hourly
Samuel Taylor Wealthview Capital Jackson Not listed Ongoing planning fee
Stephen Griner Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Steven Randolph Wealthview Capital Jackson Not listed Ongoing planning fee

Firms headquartered in Mississippi (32)