A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
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Fee-Only Financial Planners in Mississippi:
John Bergland, Jr.
CFP®, AIF®, M.Div.
Bergland Wealth Management
Ridgeland, MS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Ridgeland, MS area.
Tiffany Ballard
CFP®, AIF®
Bergland Wealth Management, Inc.
Ridgeland, MS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Ridgeland, MS, serving clients locally and across the country
Jay Zigmont
PhD, CFP®
Childfree Wealth
WATER VALLEY, MS
Specialties: Comprehensive Financial Planning, Debt Management and Budgeting, Small Business Financial Planning, College Education Planning, Retirement Income Planning, Investment Management, Tax Planning
Advice-Only, Fee-Only financial planner located in WATER VALLEY, MS, serving clients locally and across the country
Michelle Mabry
CFP®, AIF®
Client 1st Advisory Group
Hattiesburg, MS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Planner serving the Hattiesburg, MS area.
Craig Phillips
CFP®, AIF®, CeFT®
Client 1st Advisory Group
Hattiesburg, MS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Clearwater, FL, serving clients locally and across the country
Vinicius Hiratuka
CPA, CFP®
Elevated Retirement Financial Services
Madison, MS
Specialties: Retirement Planning, Investment Management, Tax Planning, Estate and Insurance Planning, Comprehensive Financial Planning
Fee-Only financial advisor located in Madison, MS, serving clients that are nearing retirement or already retired.
Jason Jager
CFP®, EA
Jager Wealth Management
Hattiesburg, MS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Hattiesburg, MS, serving clients locally and across the country
Josh Davis
CFP®
Davis Private Wealth, LLC
Jackson, MS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Wellington, FL, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
