Advisor at Smith Shellnut Wilson
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Firm
Smith Shellnut Wilson
Location
Ridgeland, MS 39157
Credentials
Series 63, Series 65
Industry experience
7 years
Belinda Fields is a financial advisor at Smith Shellnut Wilson with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Smith Shellnut Wilson since 2014. Smith Shellnut Wilson serves individual, high-net-worth, corporate, and institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses customized investment approaches combining fundamental, technical, and cyclical analysis and provides specialized services including third-party pricing and valuation validation.
Based on Smith Shellnut Wilson
Based on Smith Shellnut Wilson
Fixed-dollar fees individually negotiated for financial planning and consulting services.
$0 - $1,000,000: 1.5% $1,000,001 - $4,000,000: 1.25% $4,000,001+: 1.0%
$200 per hour for financial planning and consulting services if services are terminated after initial five-day period.
Account minimum: $1,000,000 Minimum fee: SSW may impose a minimum annual fee for some clients at its discretion. Fee-only: Investment advisory services on a fee-only basis; fees are negotiable and based on assets under management or fixed fees.
661 Sunnybrook Road, Suite 130
Ridgeland, MS 39157
Mississippi
Smith Shellnut Wilson LLC
2023 - Present (3 years)
Smith Shellnut Wilson LLC
2014 - 2023 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Elevated Retirement Financial Services
Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.
CFP®, CFA®, Series 63, Series 66
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Collaborative Advice
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Reiber Wealth
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