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Advisers in Jackson, MS

10 advisers in Jackson — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (3)Flat / fixed fees (4)Retirement plan consulting (5)

All advisers

Ballew Advisors INC100 Vision Drive, Suite 325 · Jackson, MS 39211 · (601) 368-3500 · Financial planningCRD 110522 · % of assets, Other · $1.3 billion AUMSEC registeredNo commissions reported Bankplus Wealth Advisors1200 Eastover Drive, Suite 300 · Jackson, MS 39211 · (601) 607-4290 · % of assets managedCRD 152588 · % of assets · $263.8 million AUMSEC registeredNo commissions reported Dental 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 reported Kelly 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 reported Lefleur Financial2906 N State Street, Suite 207 · Jackson, MS 39216 · (601) 956-5600 · Financial planningCRD 174156 · % of assets · $23.2 million AUMState registeredNo commissions reported McAllister Capital Management1907 Dunbarton Drive, Suite E · Jackson, MS 39216 · (601) 362-1000 · % of assets managedCRD 115613 · % of assets · $306.2 million AUMSEC registeredNo commissions reported Optimum 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 reported Resolute 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 reported Russell 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 reported Wealthview 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

Talking to advisers in Jackson? 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.