Fee-OnlyFinder

Advisers in Clinton, MS

3 advisers in Clinton — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Brick Street Financial402 E Main St. · Clinton, MS 39056 · (601) 925-9797 · Financial planningCRD 316781 · % of assets, Hourly charges · $358,892 AUMState 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 reportedWealth Management, LLC112 Dunton Hill Ln · Clinton, MS 39056 · (601) 307-5315 · % of assets managedCRD 115214 · % of assets · $19.6 million AUMState registeredNo commissions reported
Talking to advisers in Clinton? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.