Fee-Only Financial Planners in Mississippi

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.

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

Joshua Parker

Buckingham Strategic Wealth

Ridgeland, MS

Germaine Weldon

Inspired Financial Planners, LLC

Ocean Springs, MS

Josh Norris

LeFleur Financial

Jackson, MS

Ernest George

CFP®, CLU®

ET George Investment Management, LLC

Starkville, MS

Stan Purvis

Buckingham Strategic Wealth

Ridgeland, MS

Patricia Kollath

Inspired Financial Planners, LLC

Ocean Springs, MS

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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)

    NAPFA Consumer Tools PDF

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