SOUND FINANCIAL STRATEGIES GROUP, LLC
Madison, MS
AUM
$217.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
601-856-3825
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MS
51 advisers found
AUM
$179.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
901-230-5576
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
Ridgeland, MS
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
601-898-8069
RENAISSANCE ADVISORS
Ridgeland, MS
AUM
$150.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
601-714-1034
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
662-550-4554
LEE-WAY FINANCIAL SERVICES, INC
Hattiesburg, MS
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
9179524262
GAINSPOLETTI WEALTH PLANNERS
Cleveland, MS
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
662-843-6090
COKER & PALMER
Jackson, MS
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
601-354-0860
HAIRE WEALTH MANAGEMENT, INC.
Tupelo, MS
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
662-844-3501
NEWSONG CAPITAL MANAGEMENT, INC.
Hattiesburg, MS
AUM
$100.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
601-909-6117
BERGLAND WEALTH MANAGEMENT, INC.
Ridgeland, MS
AUM
$87.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
601-956-5181
GUARANTY PRIVATE WEALTH
Ridgeland, MS
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
601-605-7070
VECTOR MONEY MANAGEMENT INC
Ridgeland, MS
AUM
$73.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
601-981-1773
DENTAL WEALTH PARTNERS LLC
Jackson, MS
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(601) 339-6077
LEFLEUR FINANCIAL
Jackson, MS
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
601-956-5600
HARMON FINANCIAL ADVISORS, INC.
Flowood, MS
AUM
$16.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
601-955-7554
KELLY CAPITAL GROUP, LLC
Jackson, MS
AUM
$4.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-953-3076
RUSSELL WEALTH MANAGEMENT, LLC
Jackson, MS
AUM
$2.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
601-953-2761
AUM
$363K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; EDUCATIONAL COURSES
347-748-1101
FHZ WEALTH MANAGEMENT, LLC
Madison, MS
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
SUB-ADVISORY FEE
(601) 427-9778
PRISM WEALTH PARTNERS, LLC
Waveland, MS
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
228-215-6672
TRUELINE WEALTH GROUP, LLC
Hattiesburg, MS
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
601-255-5457
TRINITY CAPITAL INVESTORS
Jackson, MS
AUM
$458.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
601-956-3511
Full profileNo website
GRANTHAM POOLE ADVISORS, LLC
Ridgeland, MS
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
601-499-2400
Full profileNo website