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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Tyson Rutland | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| Gentry Martin | Guaranty Private Wealth | Ridgeland | Not listed | Percentage of assets |
| James Gerhart | New Perspectives | Ridgeland | Not listed | Percentage of assets, Hourly |
| William Smith | Guaranty Private Wealth | Ridgeland | Not listed | Percentage of assets |
| Carl Easley | Easley Investment Consultants | Ridgeland | CFP | Percentage of assets, Hourly |
| Dieter Scherer | Adaptive Wealth | Gulfport | CFP | Percentage of assets, Hourly |
| Kelly Adams | Easley Investment Consultants | Ridgeland | CFP | Percentage of assets, Hourly |
| Lauren Black | Phillips Wealth Planners | Starkville | CFP | Percentage of assets, Hourly |
| Lynn Phillips-Gaines | Phillips Wealth Planners | Starkville | CFP | Percentage of assets, Hourly |
| Margaret Justus | Hardy Reed | Oxford | CFP | Percentage of assets, Hourly |
| Michael Denny | Grantham Poole Advisors | Ridgeland | CFP | Percentage of assets, Hourly |
| Richard Hill | Hardy Reed | Tupelo | CFP | Percentage of assets, Hourly |
| Vinicius Neves Hiratuka | Elevated Retirement Financial Services | Madison | CFP | Percentage of assets |
| William Harmon | Harmon Financial Advisors | Flowood | CFP, PFS | Percentage of assets, Hourly |
| Gary Wilson | Hardy Reed | Oxford | CFA | Percentage of assets, Hourly |
| Anita Giglio | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Anthony Savage | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Brandy Stanford | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Carl Aycock | Pathway Planning | Brookhaven | Not listed | Percentage of assets |
| Christopher Etheridge | Olive Branch Capital | Olive Branch | Not listed | Percentage of assets, Hourly |
| Christopher Murphy | 19:21 Investing | Walnut | Not listed | Percentage of assets, Fixed fees |
| Don Fruge | Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) | Oxford | Not listed | Percentage of assets, Hourly |
| Don Fruge | Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) | Oxford | Not listed | Percentage of assets, Hourly |
| Felice Olmos | Financial Concepts | Columbus | Not listed | Percentage of assets, Fixed fees |
| Frank Riley | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| George Reed | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| Grantham Hill | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| John Hardy | Hardy Reed | Oxford | Not listed | Percentage of assets, Hourly |
| Kenneth Parkinson | Hardy Reed | Oxford | Not listed | Percentage of assets, Hourly |
| Kristen Kunz | Financial Concepts | Columbus | Not listed | Percentage of assets, Fixed fees |
| Lance Williams | Newsong Capital Management | Hattiesburg | Not listed | Percentage of assets, Subscription |
| Michael Land | Pathway Planning | Brookhaven | Not listed | Percentage of assets |
| Michael Langdon | Grantham Poole Advisors | Ridgeland | Not listed | Percentage of assets, Hourly |
| Mitchell Brown | Harmon Financial Advisors | Ridgeland | Not listed | Percentage of assets, Hourly |
| Roger Collins | Eversight Wealth | Jackson | Not listed | Fixed fees |
| Sawyer Brown | Financial Concepts | Columbus | Not listed | Percentage of assets, Fixed fees |
| Scott Ferguson | Financial Concepts | Columbus | Not listed | Percentage of assets, Fixed fees |
| Steven Paul Hyland | Hardy Reed | Tupelo | Not listed | Percentage of assets, Hourly |
| William Coleman | Olive Branch Capital | Olive Branch | Not listed | Percentage of assets, Hourly |
| Yale Murphy | Hardy Reed | Madison | Not listed | Percentage of assets, Hourly |
Firms headquartered in Mississippi (32)
-
19:21 Investing
Walnut, Mississippi
-
Adaptive Wealth
Gulfport, Mississippi
-
Barnes Pettey Financial Advisors
Clarksdale, Mississippi
-
Bergland Wealth Management, Inc.
Ridgeland, Mississippi
-
Branning Wealth Management
Jackson, Mississippi
-
Dental Wealth Partners
Jackson, Mississippi
-
Duncan Wealth Management
Madison, Mississippi
-
Easley Investment Consultants
Ridgeland, Mississippi
-
Elevated Retirement Financial Services LLC
Madison, Mississippi
-
Eversight Wealth
Jackson, Mississippi
-
Financial Concepts
Columbus, Mississippi
-
Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)
Oxford, Mississippi
-
Grantham Poole Advisors
Ridgeland, Mississippi
-
Guaranty Private Wealth
Ridgeland, Mississippi
-
Hardy Reed
Tupelo, Mississippi
-
Harmon Financial Advisors
Flowood, Mississippi
-
Inman Jager Wealth Management
Hattiesburg, Mississippi
-
Inspired Financial Planners, LLC
Gulfport, Mississippi
-
Lee-Way Financial
Hattiesburg, Mississippi
-
LeFleur Financial
Jackson, Mississippi
-
Legacy Wealth Management
Ridgeland, Mississippi
-
Milestone Investments Columbus
Ridgeland, Mississippi
-
New Perspectives
Ridgeland, Mississippi
-
Newsong Capital Management
Hattiesburg, Mississippi
-
Olive Branch Capital
Olive Branch, Mississippi
-
Pathway Planning
Brookhaven, Mississippi
-
Phillips Wealth Planners
Starkville, Mississippi
-
Reiber Wealth Advisory Services, LLC
Madison, Mississippi
-
Renaissance Advisors
Ridgeland, Mississippi
-
Revolution Partners
Lamar, Mississippi
-
TrueLine Wealth Group
Hattiesburg, Mississippi
-
Wealthview Capital
Jackson, Mississippi