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Find Retirement Advisors for Retirement Planning in Mississippi, Ridgeland

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

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Top 8 Retirement Planning firms in Ridgeland, Mississippi (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157	$7,233,687,387	696	16	A percentage of AUM, Fixed fees
2	402 W. Parkway Place, Ridgeland, MS, 39157	$1,341,890,722	6	110	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (TIMBERLAND ACQUISITION & DISPOSITION FEES)
3	1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	$1,148,400,486	3008	18	A percentage of AUM, Hourly charges, Fixed fees
4	800 Woodlands Pky, Suite 201 Ridgeland, MS, 39157	$549,792,235	1209	11	A percentage of AUM, Fixed fees, Commission Based
5	300 Concourse Blvd, Suite 102, Ridgeland, MS, 39157	$421,093,989	192	4	A percentage of AUM
6	1020 Highland Colony Parkway, Suite 603 Ridgeland, MS, 39157	$402,944,092	760	9	A percentage of AUM
7	303 Highland Park Cove, Suite B Ridgeland, MS, 39157	$239,761,389	1021	5	A percentage of AUM, Hourly charges
8	234 W. School Street, Ridgeland, MS, 39157	$122,243,528	339	3	A percentage of AUM, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Ridgeland, Mississippi

SMITH SHELLNUT WILSON

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QualificationsFirm CRD# 106235

Assets Under Management $7,233,687,387

No. Of Clients696

Clients Per Financial Advisor44

SMITH SHELLNUT WILSON is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Security ratings or pricing services

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THE MOLPUS WOODLANDS GROUP, LLC

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QualificationsFirm CRD# 114575

Assets Under Management $1,341,890,722

No. Of Clients6

Clients Per Financial Advisor0

THE MOLPUS WOODLANDS GROUP, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 110 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (TIMBERLAND ACQUISITION & DISPOSITION FEES)

Financial Planning Services

Other (TIMBER MANAGEMENT SERVICES)

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MAG CAP

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QualificationsFirm CRD# 298398

Assets Under Management $1,148,400,486

No. Of Clients3008

Clients Per Financial Advisor167

MAG CAP is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3008 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

ELEMENT WEALTH, LLC

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QualificationsFirm CRD# 114968

Assets Under Management $549,792,235

No. Of Clients1209

Clients Per Financial Advisor110

ELEMENT WEALTH, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $550M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1209 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (INSURANCE)

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LEGACY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 304659

Assets Under Management $421,093,989

No. Of Clients192

Clients Per Financial Advisor48

LEGACY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

ARGENT WEALTH, LLC

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QualificationsFirm CRD# 311685

Assets Under Management $402,944,092

No. Of Clients760

Clients Per Financial Advisor84

ARGENT WEALTH, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 760 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

NEW PERSPECTIVES, INC.

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QualificationsFirm CRD# 113925

Assets Under Management $239,761,389

No. Of Clients1021

Clients Per Financial Advisor204

NEW PERSPECTIVES, INC. is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1021 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 127506

Assets Under Management $122,243,528

No. Of Clients339

Clients Per Financial Advisor113

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 339 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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