Financial advisors
Fee-only financial advisors in Mississippi
36 fee-only investment advisers in Mississippi serve individuals, across 15 cities. 23 offer hourly or flat-fee arrangements and 20 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Ridgeland 10
- Jackson 6
- Hattiesburg 4
- Madison 3
Fee-only advisers in Mississippi serving the most individuals
- Barnes Pettey Financial Advisors, LLC Clarksdale · 3,024 individual clients
- Financial Concepts Columbus · 2,518 individual clients
- Mag Cap Ridgeland · 1,437 individual clients
- New Perspectives, Inc. Ridgeland · 414 individual clients
- Easley Investment Consultants, Inc. Ridgeland · 357 individual clients
- Hardy Reed, LLC Tupelo · 351 individual clients
- Renaissance Advisors Ridgeland · 334 individual clients
- Phillips Wealth Planners LLC Starkville · 312 individual clients
- Woodmont Advisory Group, Inc. Brandon · 298 individual clients
- Inman Jager Wealth Management, LLC Hattiesburg · 239 individual clients
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Other Mississippi cities
Brandon
Brookhaven
- Pathway Planning Inc $12M
Clarksdale
Clinton
- Brick Street Financial $359K
- Wealth Management, LLC $20M
Columbus
- Financial Concepts $1.1B
Flowood
Gulfport
Seminary
- Caldric Capital $793K
Starkville
Tupelo
- Haire Wealth Management, Inc. $102M
- Hardy Reed, LLC $2.9B
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.