Fee-OnlyFinder

Advisers in Ridgeland, MS

12 advisers in Ridgeland — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (4)Flat / fixed fees (7)Retirement plan consulting (5)

All advisers

Argent Wealth, LLC1020 Highland Colony Parkway, Suite 603 · Ridgeland, MS 39157 · (601) 957-0323 · Financial planningCRD 311685 · % of assets · $487.3 million 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 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 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 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 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 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 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 reported
Smith 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 reported
Talking to advisers in Ridgeland? 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.