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Advisers in Hattiesburg, MS

4 advisers in Hattiesburg — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Inman 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 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 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 reportedSimplified Wealth Management14 Orleans Drive · Hattiesburg, MS 39402 · (601) 336-4265 · % of assets managedCRD 297059 · % of assets · $225.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Hattiesburg? 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.