Find a CFP® Professional

Search Results

For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Contact

AVL WealthCare, LLC
(228) 861-6367

9490 Three Rivers Rd
Gulfport, MS 39503-4248
View on Map
(228) 863-0411

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Wealth Management

Contact

Thompson Diaz, Baxter & Associates, P.A.
(228) 388-3801

2635 Pass Rd
Biloxi, MS 39531-2729
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(228) 385-1055

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning

Contact

Cadence Bank
(662) 324-3285

301 E Main St
Starkville, MS 39759-8089
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(662) 324-4740

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Contact

JHS Capital Advisors, Inc
(601) 442-9444

507 Franklin St
Natchez, MS 39120-3309
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(601) 442-0088

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management

Contact

Moore & Powell, CPA
(601) 434-3888

115 West Canal St.
Picayune, MS 39466-3906
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(601) 434-3888

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Ameriprise Financial Services,
(601) 924-5557

134 Fairmont St
Ste D
Clinton, MS 39056-4739
View on Map
(601) 924-5557

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Retirement Income Management, Retirement Planning, Tax Planning

Contact

Wells Fargo Advisors
(601) 321-5000

409 W Parkway Pl
Ridgeland, MS 39157-6031
View on Map
(601) 321-5000

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Elder Care, General Financial Planning

Contact

McDaniel & Register
(601) 206-0008

1501 Lakeland Drive
Suite 250
Jackson, MS 39216-4840
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(601) 206-0008

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Precepts Wealth Management
(601) 553-3686

4815 N Park Dr
Meridian, MS 39305-2652
View on Map
(601) 553-3686

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact

Wells Fargo Advisors
(601) 483-3355

2115 5th Street
Suite A
Meridian, MS 39301-5131
View on Map
(601) 483-3355

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Renasant Bank
(662) 338-1210

1 Research Blvd Ste 200
Starkville, MS 39759-8749
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(662) 338-1210

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Securities

Contact

Easley Investment Consultants
(601) 992-4101

420 Liberty Park Ct Ste A
Flowood, MS 39232-8645
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(601) 992-4101

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Financial Foresight LLC
(601) 953-9191

161 Woodsong Way
Madison, MS 39110-7738
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(601) 953-9191

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning

Contact

ING Financial Partners
(228) 863-6500

20 Cedarwood Ln
Gulfport, MS 39503-6222
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(228) 863-6500

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Strategic Wealth Management Group, LLC
(601) 960-5070

2506 Lakeland Dr Ste 608
Flowood, MS 39232-7640
View on Map
(601) 960-5070

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact

Merrill Lynch
(601) 485-4444

1122 22nd Ave
Meridian, MS 39301-4007
View on Map
(601) 485-4444

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning

Contact

SagePoint Financial Inc.
(228) 255-5778

1 Pelican Cv
Diamondhead, MS 39525-3622
View on Map
(228) 255-5778

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Wells Fargo Advisors
(228) 865-1167

2555 14th Street
Gulfport, MS 39501-1924
View on Map
(228) 865-1167

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact

Mascagni Wealth Management
(601) 924-5117

205 E Main St
Clinton, MS 39056-4261
View on Map
(601) 925-8099

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, Investment Management, Long-Term Care

Contact

Stifel Nicolaus
(228) 867-1206

1319 26th Avenue
Gulfport, MS 39501-1936
View on Map
(228) 867-1206

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning, Wealth Management

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