Best Financial Advisors in HATTIESBURG, Mississippi
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$225M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in HATTIESBURG
#1
100
LEE-WAY FINANCIAL SERVICES, INC
HATTIESBURG, MS · Since 2026
$132M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100
NEWSONG CAPITAL MANAGEMENT, INC.
HATTIESBURG, MS · Since 2026
$100M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
INMAN JAGER WEALTH MANAGEMENT, LLC
HATTIESBURG, MS · Since 2024
$225M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
87
SIMPLIFIED WEALTH MANAGEMENT
HATTIESBURG, MS · Since 2022
$226M AUM7 clientsFee: 0%
FiduciaryFee-Only1 complaint
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in HATTIESBURG?
The median advisory fee in HATTIESBURG, MS is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.