Brandon, MS Financial Advisors and Resources



Financial Advisor Firms in Brandon, MS


WOODMONT ADVISORY GROUP, INC.

Website

(601) 724-1926

301 Boler Estates Drive

Brandon, MS 39042

SEC#: 801-113349
Years in Business: 3 years

WMG FINANCIAL ADVISORS, LLC

Website

(601) 960-5070

106 Highpointe Court, Ste B

Brandon, MS 39042

SEC#: 801-116718
Years in Business: 2 years

WMG FINANCIAL ADVISORS, LLC

Website

(601) 960-5070

106 Highpointe Court, Ste B

Brandon, MS 39042

SEC#: 801-116718
Years in Business: 2 years

SMITH MOORE & CO.

Website

(601) 706-0300

190 Gateway Drive
Suite C
Brandon, MS 39042

SEC#: 801-68175
Years in Business: 14 years


How Retirement-Friendly is Brandon, MS?

  • Population: 23,930
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $174,800
  • Average Monthly Housing Cost: $1,038
  • Average Household Income: $95,378
  • Mississippi Total Tax Burden: 8.99% (15th Highest in U.S.)
  • Mississippi Property Tax: 2.80% (25th Highest in U.S.)
  • Mississippi Individual Income Tax: 1.64% (14th Lowest in U.S.)
  • Mississippi Sales and Excise Tax: 4.55% (6th Highest in U.S.)


Brandon, MS Financial Advisor FAQs

They make money by charging their clients an annual fee, taking a cut of the dividends and any profits made on bonds or equities, and/or by charging for producing research such as stock market forecasts. They may get paid fees from third parties like large financial firms that may sponsor events like golf tournaments where they can network with potential new clients.
Financial advisors handle a lot of different aspects of investment topics – from college savings money, all the way up to pre-retirement planning – so choose one who can meet your needs as early as possible in the process!
It's important that the finances work for your lifestyle, and fit in with your goals- both short term and long term. Does the advisor overcharge fees? Do you get more from paying high fees or can you do better on a self-directed basis? All these things matter! What is their hourly rate? Make sure they have industry experience and a reputable background.
There is a wide range of typical financial advisor pricing models. Some advisors charge by the hour, while others may charge an annual rate to utilize their expertise on a specific type of investment (such as mutual funds), for example.