{
  "path": "/advisors/ms/fee-only",
  "url": "https://advisorcensus.com/advisors/ms/fee-only",
  "page_type": "state_fee",
  "title": "Fee-only financial advisors in Mississippi",
  "filters": {},
  "scope_total": 24,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Mississippi?",
      "a": "AdvisorCensus lists 58 investment advisory firms with a principal office in Mississippi, from Form ADV filings as of October 2026: 35 SEC-registered, 23 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Mississippi?",
      "a": "24 of the 58 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Mississippi offer financial planning?",
      "a": "45 of the 58 firms in Mississippi that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Mississippi fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 24 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 24 investment advisory firms with a principal office in Mississippi that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Fee-only financial advisors in Mississippi: 24 firms from Form ADV filings as of October 2026.",
  "total_firms": 24,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 11,
    "state": 13,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 24
    },
    {
      "code": "percentage_of_aum",
      "count": 22
    },
    {
      "code": "hourly",
      "count": 7
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 10
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 4
    },
    {
      "code": "5_to_9",
      "count": 7
    },
    {
      "code": "10_to_19",
      "count": 7
    },
    {
      "code": "20_plus",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 6
    },
    {
      "code": "100m_500m",
      "count": 9
    },
    {
      "code": "500m_1b",
      "count": 0
    },
    {
      "code": "1b_5b",
      "count": 2
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "firms": [
    {
      "crd_number": 116513,
      "name": "Bergland Wealth Management, Inc.",
      "name_as_filed": "BERGLAND WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bergland-wealth-management-inc-ridgeland-ms-116513",
      "city": "Ridgeland",
      "state": "MS",
      "years_registered": 34,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341169,
      "name": "Caldric Capital",
      "name_as_filed": "CALDRIC CAPITAL",
      "url": "https://advisorcensus.com/firm/caldric-capital-seminary-ms-341169",
      "city": "Seminary",
      "state": "MS",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307258,
      "name": "Easley Investment Consultants, Inc.",
      "name_as_filed": "EASLEY INVESTMENT CONSULTANTS, INC.",
      "url": "https://advisorcensus.com/firm/easley-investment-consultants-inc-ridgeland-ms-307258",
      "city": "Ridgeland",
      "state": "MS",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300106,
      "name": "Elevated Retirement Financial Services",
      "name_as_filed": "ELEVATED RETIREMENT FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/elevated-retirement-financial-services-madison-ms-300106",
      "city": "Madison",
      "state": "MS",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175285,
      "name": "Eversight Wealth LLC",
      "name_as_filed": "EVERSIGHT WEALTH LLC",
      "url": "https://advisorcensus.com/firm/eversight-wealth-llc-ridgeland-ms-175285",
      "city": "Ridgeland",
      "state": "MS",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157616,
      "name": "Financial Concepts",
      "name_as_filed": "FINANCIAL CONCEPTS",
      "url": "https://advisorcensus.com/firm/financial-concepts-columbus-ms-157616",
      "city": "Columbus",
      "state": "MS",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141024,
      "name": "Hardy Reed, LLC",
      "name_as_filed": "HARDY REED, LLC",
      "url": "https://advisorcensus.com/firm/hardy-reed-llc-tupelo-ms-141024",
      "city": "Tupelo",
      "state": "MS",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155345,
      "name": "Harmon Financial Advisors, Inc.",
      "name_as_filed": "HARMON FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/harmon-financial-advisors-inc-flowood-ms-155345",
      "city": "Flowood",
      "state": "MS",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130469,
      "name": "Hartman, William Denton",
      "name_as_filed": "HARTMAN, WILLIAM DENTON",
      "url": "https://advisorcensus.com/firm/hartman-william-denton-batesville-ms-130469",
      "city": "Batesville",
      "state": "MS",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305122,
      "name": "Inspired Financial Planners",
      "name_as_filed": "INSPIRED FINANCIAL PLANNERS",
      "url": "https://advisorcensus.com/firm/inspired-financial-planners-gulfport-ms-305122",
      "city": "Gulfport",
      "state": "MS",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113983,
      "name": "Lee-Way Financial Services, Inc",
      "name_as_filed": "LEE-WAY FINANCIAL SERVICES, INC",
      "url": "https://advisorcensus.com/firm/lee-way-financial-services-inc-hattiesburg-ms-113983",
      "city": "Hattiesburg",
      "state": "MS",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304659,
      "name": "Legacy Wealth Management, LLC",
      "name_as_filed": "LEGACY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-ridgeland-ms-304659",
      "city": "Ridgeland",
      "state": "MS",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115613,
      "name": "McAllister Capital Management",
      "name_as_filed": "MCALLISTER CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mcallister-capital-management-jackson-ms-115613",
      "city": "Jackson",
      "state": "MS",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113925,
      "name": "New Perspectives, Inc.",
      "name_as_filed": "NEW PERSPECTIVES, INC.",
      "url": "https://advisorcensus.com/firm/new-perspectives-inc-ridgeland-ms-113925",
      "city": "Ridgeland",
      "state": "MS",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117051,
      "name": "Pathway Planning Inc",
      "name_as_filed": "PATHWAY PLANNING INC",
      "url": "https://advisorcensus.com/firm/pathway-planning-inc-brookhaven-ms-117051",
      "city": "Brookhaven",
      "state": "MS",
      "years_registered": 34,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153081,
      "name": "Peregrine Investment Advisors, LLC",
      "name_as_filed": "PEREGRINE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/peregrine-investment-advisors-llc-madison-ms-153081",
      "city": "Madison",
      "state": "MS",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338293,
      "name": "Pers Pro",
      "name_as_filed": "PERS PRO",
      "url": "https://advisorcensus.com/firm/pers-pro-338293",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168987,
      "name": "Russell Wealth Management, LLC",
      "name_as_filed": "RUSSELL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/russell-wealth-management-llc-jackson-ms-168987",
      "city": "Jackson",
      "state": "MS",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110798,
      "name": "Trinity Capital Investors",
      "name_as_filed": "TRINITY CAPITAL INVESTORS",
      "url": "https://advisorcensus.com/firm/trinity-capital-investors-jackson-ms-110798",
      "city": "Jackson",
      "state": "MS",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108192,
      "name": "Vector Money Management Inc",
      "name_as_filed": "VECTOR MONEY MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/vector-money-management-inc-ridgeland-ms-108192",
      "city": "Ridgeland",
      "state": "MS",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339544,
      "name": "Voyage Wealth Management, LLC",
      "name_as_filed": "VOYAGE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/voyage-wealth-management-llc-339544",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115214,
      "name": "Wealth Management, LLC",
      "name_as_filed": "WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/wealth-management-llc-clinton-ms-115214",
      "city": "Clinton",
      "state": "MS",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149476,
      "name": "Wealthview Capital, LLC",
      "name_as_filed": "WEALTHVIEW CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/wealthview-capital-llc-jackson-ms-149476",
      "city": "Jackson",
      "state": "MS",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112276,
      "name": "Woodmont Advisory Group, Inc.",
      "name_as_filed": "WOODMONT ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/woodmont-advisory-group-inc-brandon-ms-112276",
      "city": "Brandon",
      "state": "MS",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ms",
      "label": "Financial advisors in Mississippi"
    },
    "fee_pages": [
      {
        "path": "/advisors/ms/flat-fee",
        "label": "Flat-fee financial advisors in Mississippi",
        "firm_count": 33
      },
      {
        "path": "/advisors/ms/hourly",
        "label": "Hourly financial advisors in Mississippi",
        "firm_count": 22
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/ms/jackson/fee-only",
        "firm_count": 15,
        "label": "Fee-only financial advisors in Jackson, MS"
      },
      {
        "path": "/advisors/ms/gulfport/fee-only",
        "firm_count": 1,
        "label": "Fee-only financial advisors in Gulfport, MS"
      },
      {
        "path": "/advisors/ms/hattiesburg/fee-only",
        "firm_count": 1,
        "label": "Fee-only financial advisors in Hattiesburg, MS"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}