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 | 101 S. Front Street, Tupelo, MS, 38804 | $1,865,178,576 | 348 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 333 W. Franklin Street, Tupelo, MS, 38804 | $270,551,694 | 280 | 55 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 141024
Assets Under Management $1,865,178,576
No. Of Clients348
Clients Per Financial Advisor19
HARDY REED, LLC is a financial advisory firm situated in Tupelo, Mississippi. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282244
Assets Under Management $270,551,694
No. Of Clients280
Clients Per Financial Advisor5
ADDICUS ADVISORY, LLC is a financial advisory firm situated in Tupelo, Mississippi. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 280 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.