Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 140 Mayfair Road, Suite 1000 Hattiesburg, MS, 39402 | $189,251,761 | 667 | 2 | A percentage of AUM, Hourly charges |
2 | 14 Orleans Drive, Hattiesburg, MS, 39402 | $179,488,997 | 1451 | 7 | A percentage of AUM |
QualificationsFirm CRD# 329603
Assets Under Management $189,251,761
No. Of Clients667
Clients Per Financial Advisor334
INMAN JAGER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Hattiesburg, Mississippi. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 667 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297059
Assets Under Management $179,488,997
No. Of Clients1451
Clients Per Financial Advisor207
SIMPLIFIED WEALTH MANAGEMENT is a financial advisory firm situated in Hattiesburg, Mississippi. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1451 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.