Fee-OnlyFinder

Flat / fixed fees in Ridgeland, MS

7 advisers in Ridgeland offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 7

Bergland 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 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 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 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 reported