Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Mississippi

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Mississippi
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Mississippi, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 29 non-vetted financial advisors in Mississippi, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mississippi have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Mississippi

Top Financial Advisor Firms in Mississippi (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SMITH SHELLNUT WILSON 661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157	106235	$7,233,687,387	696	A percentage of AUM, Fixed fees
HARDY REED, LLC 101 S. Front Street, Tupelo, MS, 38804	141024	$1,865,178,576	348	A percentage of AUM, Hourly charges, Fixed fees
THE MOLPUS WOODLANDS GROUP, LLC 402 W. Parkway Place, Ridgeland, MS, 39157	114575	$1,341,890,722	6	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (TIMBERLAND ACQUISITION & DISPOSITION FEES)
MAG CAP 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	298398	$1,148,400,486	3008	A percentage of AUM, Hourly charges, Fixed fees
BARNES PETTEY FINANCIAL ADVISORS, LLC 252 Sunflower Avenue, Clarksdale, MS, 38614	142944	$1,087,865,356	2816	A percentage of AUM, Hourly charges, Fixed fees, Other (I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES)
BALLEW ADVISORS INC 100 Vision Drive, Suite 325 Jackson, MS, 39211	110522	$1,043,103,728	1668	A percentage of AUM, Other (SEE SCHEDULE D - MISCELLANEOUS)
FINANCIAL CONCEPTS 1121 Second Ave N, Columbus, MS, 39701	157616	$890,016,414	5341	A percentage of AUM, Fixed fees
COKER & PALMER 1667 Lelia Drive, Jackson, MS, 39216	29163	$791,537,508	1800	A percentage of AUM, Fixed fees, Commission Based
ELEMENT WEALTH, LLC 800 Woodlands Pky, Suite 201 Ridgeland, MS, 39157	114968	$549,792,235	1209	A percentage of AUM, Fixed fees, Commission Based
TRINITY CAPITAL INVESTORS 1675 Lakeland Drive, Ste 400 Jackson, MS, 39216	110798	$468,406,272	45	A percentage of AUM
LEGACY WEALTH MANAGEMENT, LLC 300 Concourse Blvd, Suite 102, Ridgeland, MS, 39157	304659	$421,093,989	192	A percentage of AUM
ARGENT WEALTH, LLC 1020 Highland Colony Parkway, Suite 603 Ridgeland, MS, 39157	311685	$402,944,092	760	A percentage of AUM
PEREGRINE INVESTMENT ADVISORS, LLC 801 Baptist Drive, Suite 200 Madison, MS, 39110	153081	$343,597,882	218	A percentage of AUM
MASCAGNI WEALTH MANAGEMENT, INC. 205 E. Main Street, Clinton, MS, 39056	115046	$313,445,079	1748	A percentage of AUM, Hourly charges, Fixed fees
ADDICUS ADVISORY, LLC 333 W. Franklin Street, Tupelo, MS, 38804	282244	$270,551,694	280	A percentage of AUM, Fixed fees

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