Financial advisors for retirement planning in Mississippi
Which financial advisor should I talk to about retirement planning in Mississippi?
For retirement planning in Mississippi, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Vinicius Hiratuka of Elevated Retirement Financial Services LLC, Jason Branning of Branning Wealth Management and Germaine Weldon of Inspired Financial Planners, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Vinicius Hiratuka Elevated Retirement Financial Services LLC, Madison Holds the CFP and CPA. Fees on file: percentage of assets.
- Jason Branning Branning Wealth Management, Jackson Holds the RICP and CFP. Fees on file: percentage of assets, one-time planning fee.
- Germaine Weldon Inspired Financial Planners, LLC, Gulfport Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Nick Reiber Reiber Wealth Advisory Services, LLC, Madison Holds the CFP and CPA. Fees on file: percentage of assets.
- Reid Watson Legacy Wealth Management, Ridgeland Holds the CFP. Fees on file: percentage of assets.
- Jason Jager Inman Jager Wealth Management, Hattiesburg Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Mississippi work on retirement planning?
The Wellspent public graph lists 40 fee-only advisors for retirement planning in Mississippi, at 16 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Mississippi located?
Of the 40 fee-only advisors for retirement planning in Mississippi, 19 are in Ridgeland, followed by 6 in Jackson and 5 in Hattiesburg.
Plus 5 in other cities.
How do fee-only advisors for retirement planning in Mississippi charge?
The most common fee among fee-only advisors for retirement planning in Mississippi is a percentage of assets, used by 88% of the 40 with fees on file. Many use more than one: 60% charge fixed fees and 57% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the RICP, CFP and CPA. In Mississippi, 40% of the 40 advisors listed hold the CFP.
- RICP3% in Mississippi
- The RICP is built around retirement income specifically.
- CFP40% in Mississippi
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA10% in Mississippi
- CPAs help with the tax side of withdrawals.
How do Mississippi advisors for retirement planning compare with the rest of the US?
60% of fee-only advisors for retirement planning in Mississippi charge fixed fees, compared with 47% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Mississippi. Light bars are all US advisors for retirement planning.
Does Mississippi tax Social Security?
No. Mississippi doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Mississippi?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Mississippi tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning in Mississippi?
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 40 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Courtney Wood | Milestone Investments Columbus | Ridgeland | CFP | Percentage of assets, Hourly |
| Edward Hartley | Milestone Investments Columbus | Columbus | CFP | Percentage of assets, Hourly |
| Ian McGinnis | Dental Wealth Partners | Jackson | Not listed | 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 |
| 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 |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Ethan Kelly | Renaissance Advisors | Ridgeland | Not listed | Percentage of assets, Fixed fees |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | 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 |
| 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 |
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Tyson Rutland | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
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