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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
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)