Fiduciary advisors in Mississippi

30registered advisers
24fee-only verified

Mississippi has 30 SEC-registered fiduciary advisors, with 24 operating fee-only. The state's lower median household income means advisors here often work with clients who have smaller portfolios but complex needs -- military pensions, agricultural assets, and multi-generational land holdings.

Cities

Clarksdale1Cleveland1Clinton1Columbus1Corinth1Hattiesburg2Jackson8Madison2Ridgeland10Starkville1Tupelo2

Top advisors

ADDICUS ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tupelo, MississippiCRD #282244
Typical Fee--
AUM$275M
Minimum--
Clients181

ARGENT WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #311685
Typical Fee--
AUM$439M
Minimum--
Clients787

BALLEW ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jackson, MississippiCRD #110522
Typical Fee--
AUM$1.1B
Minimum--
Clients1,752

BANKPLUS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jackson, MississippiCRD #152588
Typical Fee1.00%
AUM$186M
Minimum--
Clients698

BARNES PETTEY FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clarksdale, MississippiCRD #142944
Typical Fee--
AUM$1.1B
Minimum--
Clients2,720

COKER & PALMER

Also Compensated via Brokerage
Jackson, MississippiCRD #29163
Typical Fee--
AUM$244M
Minimum--
Clients428

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #127506
Typical Fee--
AUM$139M
Minimum--
Clients352

EASLEY INVESTMENT CONSULTANTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #307258
Typical Fee--
AUM$224M
Minimum--
Clients841

ELEMENT WEALTH, LLC

Also Compensated via Product Sales
Ridgeland, MississippiCRD #114968
Typical Fee--
AUM$642M
Minimum--
Clients1,572

FINANCIAL CONCEPTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, MississippiCRD #157616
Typical Fee--
AUM$1.1B
Minimum--
Clients5,235

GAINSPOLETTI WEALTH PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, MississippiCRD #333768
Typical Fee--
AUM$105M
Minimum--
Clients263

HARDY REED, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tupelo, MississippiCRD #141024
Typical Fee--
AUM$2.4B
Minimum--
Clients365

INMAN JAGER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hattiesburg, MississippiCRD #329603
Typical Fee--
AUM$225M
Minimum--
Clients781

LANGLEY WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Corinth, MississippiCRD #312823
Typical Fee--
AUM$297M
Minimum--
Clients1,712

LEGACY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #304659
Typical Fee--
AUM$455M
Minimum--
Clients69

MAG CAP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #298398
Typical Fee--
AUM$1.5B
Minimum--
Clients3,743

MASCAGNI WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clinton, MississippiCRD #115046
Typical Fee--
AUM$366M
Minimum--
Clients1,847

MCALLISTER CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Jackson, MississippiCRD #115613
Typical Fee--
AUM$306M
Minimum--
Clients210

NEW PERSPECTIVES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #113925
Typical Fee--
AUM$289M
Minimum--
Clients1,091

OPTIMUM FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jackson, MississippiCRD #105878
Typical Fee--
AUM$300M
Minimum--
Clients486

PEREGRINE INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, MississippiCRD #153081
Typical Fee--
AUM$368M
Minimum--
Clients206

PHILLIPS WEALTH PLANNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Starkville, MississippiCRD #319226
Typical Fee--
AUM$287M
Minimum--
Clients1,708

RENAISSANCE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #175254
Typical Fee--
AUM$148M
Minimum--
Clients391

RESOLUTE WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jackson, MississippiCRD #318599
Typical Fee--
AUM$316M
Minimum--
Clients584

SIMPLIFIED WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Hattiesburg, MississippiCRD #297059
Typical Fee--
AUM$226M
Minimum--
Clients1,642

SMITH SHELLNUT WILSON

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #106235
Typical Fee--
AUM$8.0B
Minimum--
Clients824

SOUND FINANCIAL STRATEGIES GROUP, LLC

Also Compensated via Brokerage
Madison, MississippiCRD #286261
Typical Fee1.44%
AUM$184M
Minimum--
Clients1,280

THE MOLPUS WOODLANDS GROUP, LLC

Clean RecordAlso Compensated via Insurance
Ridgeland, MississippiCRD #114575
Typical Fee--
AUM$1.6B
Minimum--
Clients8

TRINITY CAPITAL INVESTORS

Fee-Only, No ConflictsClean Record
Jackson, MississippiCRD #110798
Typical Fee--
AUM$472M
Minimum--
Clients44

WEALTHVIEW CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jackson, MississippiCRD #149476
Typical Fee--
AUM$287M
Minimum--
Clients511
Fiduciary Financial Advisors in Mississippi | FiduciaryListings