Fee-only adviser · Ridgeland, MS
Eversight Wealth LLC
Eversight Wealth LLC is a fee-only investment adviser registered with the securities regulator of Mississippi, with a mailing address in Ridgeland, Mississippi (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $103M in regulatory assets under management, 37 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Mississippi |
|---|---|
| Firm CRD number | 175285 |
| Office | Ridgeland, MS (mailing address; office not published) |
| Phone | (601) 202-1356 |
| Website | eversightwealth.com |
| Regulatory assets under management | $103M ($68M discretionary) |
| Individual clients | 7 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ridgeland
- Mag Cap $1.7B
- New Perspectives, Inc. $309M
- Easley Investment Consultants, Inc. $224M
- Renaissance Advisors $147M
- Legacy Wealth Management, LLC $459M
- Bergland Wealth Management, Inc. $87M
See all 10 fee-only advisers in Ridgeland →
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