Fee-only financial advisors in Ridgeland, Mississippi
Which fee-only financial advisor should I talk to in Ridgeland?
Start with a fee-only advisor in Ridgeland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Reid Watson of Legacy Wealth Management, Robert Sutton of Guaranty Private Wealth and Kelly Adams of Easley Investment Consultants, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Reid Watson Legacy Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Robert Sutton Guaranty Private Wealth Holds the CFP. Fees on file: percentage of assets.
- Kelly Adams Easley Investment Consultants Holds the CFP. Fees on file: percentage of assets, hourly.
- Jason Brown Renaissance Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Joshua Taff New Perspectives Holds the CFA. Fees on file: percentage of assets, hourly.
- Michael Denny Grantham Poole Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 30
- Firms
- 9
- Hold the CFP
- 33%
- Other credentials: CFA 7% · ChFC 3%
- How they charge (of 30 with fees on file): percentage of assets 100% · fixed fees 70% · hourly 60% · performance-based fees 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Ridgeland by what you need
Find an advisor in Mississippi by fee, assets, or credential
Questions about fee-only advisors in Ridgeland
How many fee-only advisors in Ridgeland are there?
The Wellspent public graph lists 30 fee-only advisors in Ridgeland, at 9 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Ridgeland focus on?
The most common focus among fee-only advisors in Ridgeland is retirement planning (19), followed by people close to retirement (10) and early-career professionals (7). Advisors can list more than one.
How do fee-only advisors in Ridgeland charge?
All 30 fee-only advisors in Ridgeland with fees on file charge a percentage of assets. Many use more than one: 70% charge fixed fees and 60% charge by the hour.
How many fee-only advisors in Ridgeland hold the CFP?
33% of the 30 fee-only advisors in Ridgeland hold the CFP certification, based on the credentials listed on each record.
Does Mississippi tax income on top of federal tax?
Yes. Mississippi has a state income tax, so a financial plan for a Mississippi resident should project it alongside federal tax.
How current is this list of fee-only advisors in Ridgeland?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 30 advisors in Ridgeland
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tiffany Bergland | Bergland Wealth Management, Inc. | Ridgeland | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| Reid Watson | Legacy Wealth Management | Ridgeland | CFP | Percentage of assets |
| Blake Headley | Renaissance Advisors | Ridgeland | CFP, ChFC | Percentage of assets, Fixed fees |
| Jason Brown | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Stephanie Kelly | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Courtney Wood | Milestone Investments Columbus | Ridgeland | CFP | 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 |
| Maggie Hartness | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Wilfred Henderson | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Ethan Kelly | Renaissance Advisors | Ridgeland | Not listed | Percentage of assets, Fixed fees |
| Joshua Taff | New Perspectives | Ridgeland | CFA | 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 |
| 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 |
| Paul Loyacono | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Paul McNeill | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Stephen Griner | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| 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 |
| Kelly Adams | Easley Investment Consultants | Ridgeland | CFP | Percentage of assets, Hourly |
| Michael Denny | Grantham Poole Advisors | Ridgeland | CFP | Percentage of assets, Hourly |
| Michael Langdon | Grantham Poole Advisors | Ridgeland | Not listed | Percentage of assets, Hourly |
| Mitchell Brown | Harmon Financial Advisors | Ridgeland | Not listed | Percentage of assets, Hourly |
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