Fee-OnlyFinder

Advisers in Mississippi

41 advisers in 14 Mississippi cities, 41 registered with SEC or state.

Financial planning (33)Hourly fees (17)Flat / fixed fees (23)% of assets managed (41)Retirement plan consulting (17)

Cities

Ridgeland12 advisersJackson10 advisersHattiesburg4 advisersTupelo3 advisersClinton3 advisersClarksdale1 adviserColumbus1 adviserOxford1 adviserCleveland1 adviserFlowood1 adviserCorinth1 adviserBrookhaven1 adviserMadison1 adviserStarkville1 adviser

All advisers in Mississippi

Addicus Advisory, LLC333 W. Franklin Street · Tupelo, MS 38804 · (877) 294-8658 · Financial planningCRD 282244 · % of assets, Fixed fees · $221.7 million AUMSEC registeredNo commissions reportedArgent Wealth, LLC1020 Highland Colony Parkway, Suite 603 · Ridgeland, MS 39157 · (601) 957-0323 · Financial planningCRD 311685 · % of assets · $487.3 million AUMSEC registeredNo commissions reportedBallew Advisors INC100 Vision Drive, Suite 325 · Jackson, MS 39211 · (601) 368-3500 · Financial planningCRD 110522 · % of assets, Other · $1.3 billion AUMSEC registeredNo commissions reportedBankplus Wealth Advisors1200 Eastover Drive, Suite 300 · Jackson, MS 39211 · (601) 607-4290 · % of assets managedCRD 152588 · % of assets · $263.8 million AUMSEC registeredNo commissions reportedBarnes Pettey Financial Advisors, LLC252 Sunflower Avenue · Clarksdale, MS 38614 · (662) 627-2225 · Financial planningCRD 142944 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedBergland Wealth Management, INC.213 Draperton Drive, Suite B · Ridgeland, MS 39157 · (601) 956-5181 · Financial planningCRD 116513 · % of assets, Fixed fees · $87.4 million AUMState registeredNo commissions reportedBrick Street Financial402 E Main St. · Clinton, MS 39056 · (601) 925-9797 · Financial planningCRD 316781 · % of assets, Hourly charges · $358,892 AUMState registeredNo commissions reportedDavenport Watts & Drake Investment Advisors, LLC234 W. School Street · Ridgeland, MS 39157 · (601) 898-8069 · Financial planningCRD 127506 · % of assets, Fixed fees · $157.1 million AUMSEC registeredNo commissions reportedDental Wealth Partners LLC4500 Interstate 55 North, Frontage Road, Suite 278 · Jackson, MS 39211 · (601) 339-6077 · Financial planningCRD 336688 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMState registeredNo commissions reportedEasley Investment Consultants, INC.1050 Northpark Drive, Suite D · Ridgeland, MS 39157 · (601) 992-4101 · Financial planningCRD 307258 · % of assets, Hourly charges · $223.8 million AUMSEC registeredNo commissions reportedFinancial Concepts2980 North Frontage Road · Columbus, MS 39701 · (662) 327-1480 · Financial planningCRD 157616 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedFruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)2086 Old Taylor Road, Suite 1013 · Oxford, MS 38655 · (662) 550-4554 · Financial planningCRD 149447 · % of assets, Hourly charges, Fixed fees · $141.2 million AUMSEC registeredNo commissions reportedGainspoletti Wealth Planners805 W Sunflower Rd · Cleveland, MS 38732 · (662) 843-6090 · Financial planningCRD 333768 · % of assets, Fixed fees · $127.0 million AUMSEC registeredNo commissions reportedGrantham Poole Advisors, LLC1062 Highland Colony Parkway, Suite 201 · Ridgeland, MS 39157 · (601) 499-2400 · Financial planningCRD 116956 · % of assets, Hourly charges, Fixed fees · $89.6 million AUMState registeredNo commissions reportedGuaranty Private Wealth405 W Parkway Pl · Ridgeland, MS 39157 · (601) 605-7070 · Financial planningCRD 306385 · % of assets · $81.4 million AUMState registeredNo commissions reportedHaire Wealth Management, INC.103 Court Street · Tupelo, MS 38804 · (662) 844-3501 · Financial planningCRD 339998 · % of assets, Hourly charges, Fixed fees · $102.0 million AUMSEC registeredNo commissions reportedHardy Reed, LLC101 S. Front Street · Tupelo, MS 38804 · (662) 823-4722 · Financial planningCRD 141024 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedHarmon Financial Advisors, INC.10 Canebrake Blvd., Suite 110-10 · Flowood, MS 39232 · (601) 955-7554 · Financial planningCRD 155345 · % of assets, Hourly charges, Fixed fees · $16.4 million AUMState registeredNo commissions reportedInman Jager Wealth Management, LLC140 Mayfair Road, Suite 1000 · Hattiesburg, MS 39402 · (601) 602-3571 · Financial planningCRD 329603 · % of assets, Hourly charges · $225.0 million AUMSEC registeredNo commissions reportedKelly Capital Group, LLC317 East Capitol St, Ste 200 · Jackson, MS 39201 · (601) 953-3076 · Financial planningCRD 288475 · % of assets, Hourly charges, Fixed fees · $4.8 million AUMState registeredNo commissions reportedLangley Wealth Management, LLC605 Foote Street · Corinth, MS 38834 · (662) 872-3051 · Financial planningCRD 312823 · % of assets, Hourly charges, Fixed fees · $370.6 million AUMSEC registeredNo commissions reportedLee-Way Financial Services, INC1711 South 28th Avenue · Hattiesburg, MS 39402 · (917) 952-4262 · Financial planningCRD 113983 · % of assets · $132.1 million AUMSEC registeredNo commissions reportedLefleur Financial2906 N State Street, Suite 207 · Jackson, MS 39216 · (601) 956-5600 · Financial planningCRD 174156 · % of assets · $23.2 million AUMState registeredNo commissions reportedLegacy Wealth Management, LLC300 Concourse Blvd, Suite 102 · Ridgeland, MS 39157 · (601) 499-1970 · Financial planningCRD 304659 · % of assets · $458.6 million AUMSEC registeredNo commissions reportedMag Cap1076 Highland Colony Parkway, Suite 291 · Ridgeland, MS 39157 · (601) 362-5872 · Financial planningCRD 298398 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedMascagni Wealth Management, INC.205 E. Main Street · Clinton, MS 39056 · (601) 925-8099 · Financial planningCRD 115046 · % of assets, Hourly charges, Fixed fees · $424.5 million AUMSEC registeredNo commissions reportedMcAllister Capital Management1907 Dunbarton Drive, Suite E · Jackson, MS 39216 · (601) 362-1000 · % of assets managedCRD 115613 · % of assets · $306.2 million AUMSEC registeredNo commissions reportedNew Perspectives, INC.303 Highland Park Cove, Suite B · Ridgeland, MS 39157 · (601) 991-3158 · Financial planningCRD 113925 · % of assets, Hourly charges, Fixed fees · $308.7 million AUMSEC registeredNo commissions reportedNewsong Capital Management, INC.10 Bellegrass Blvd · Hattiesburg, MS 39402 · (601) 909-6117 · Financial planningCRD 296877 · % of assets, Subscription fees, Fixed fees · $100.4 million AUMSEC registeredNo commissions reportedOptimum Financial Services, LLC1817 Crane Ridge Drive, Suite 200 · Jackson, MS 39216 · (601) 981-5900 · Hourly feesCRD 105878 · % of assets, Hourly charges · $300.2 million AUMSEC registeredNo commissions reportedPathway Planning INC123 South Railroad Avenue · Brookhaven, MS 39601 · (601) 833-2129 · Financial planningCRD 117051 · % of assets · $11.6 million AUMState registeredNo commissions reportedPeregrine Investment Advisors, LLC801 Baptist Drive, Suite 200 · Madison, MS 39110 · (769) 216-3232 · % of assets managedCRD 153081 · % of assets · $368.4 million AUMSEC registeredNo commissions reportedPhillips Wealth Planners LLC104 West Lampkin Street · Starkville, MS 39759 · (662) 324-2889 · Financial planningCRD 319226 · % of assets, Hourly charges, Fixed fees · $340.8 million AUMSEC registeredNo commissions reportedRenaissance Advisors602 Steed Road Suite 110 · Ridgeland, MS 39157 · (601) 714-1034 · Financial planningCRD 175254 · % of assets, Fixed fees, Performance-based fees · $147.5 million AUMSEC registeredNo commissions reportedResolute Wealth Strategies, LLC4400 Old Canton Rd., Suite 210 · Jackson, MS 39211 · (601) 952-8850 · Financial planningCRD 318599 · % of assets, Fixed fees · $387.6 million AUMSEC registeredNo commissions reportedRussell Wealth Management, LLC120 North Congress Street, Suite 620 · Jackson, MS 39201 · (601) 953-2761 · % of assets managedCRD 168987 · % of assets · $2.4 million AUMState registeredNo commissions reportedSimplified Wealth Management14 Orleans Drive · Hattiesburg, MS 39402 · (601) 336-4265 · % of assets managedCRD 297059 · % of assets · $225.5 million AUMSEC registeredNo commissions reportedSmith Shellnut Wilson661 Sunnybrook Road, Suite 130 · Ridgeland, MS 39157 · (601) 605-1776 · Financial planningCRD 106235 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reportedVector Money Management INC750 Woodlands Parkway, Suite 201 · Ridgeland, MS 39157 · (601) 981-1773 · % of assets managedCRD 108192 · % of assets · $73.3 million AUMState registeredNo commissions reportedWealth Management, LLC112 Dunton Hill Ln · Clinton, MS 39056 · (601) 307-5315 · % of assets managedCRD 115214 · % of assets · $19.6 million AUMState registeredNo commissions reportedWealthview Capital, LLC4500 I-55 North, Suite 263 · Jackson, MS 39211 · (601) 981-4040 · Financial planningCRD 149476 · % of assets, Fixed fees · $319.5 million AUMSEC registeredNo commissions reported