Advisor at Hardy Reed, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Financial planning fees up to $10,000 fixed fee; fiduciary services fees up to $50,000 fixed fee; pension advisory fees up to $50,000 fixed fee.
Financial planning and fiduciary services fees up to $250 per hour; pension advisory services up to $250 per hour.
Account minimum: No account minimum (Hardy Reed does not impose an account minimum for starting or maintaining an account), but there is generally a $10,000 minimum annual fee for investment management services. Minimum fee: Generally a minimum annual fee of $10,000 for investment management services. Fee-only: Financial planning fees up to $10,000 fixed fee or $250 hourly; fiduciary services fees up to $50,000 fixed fee or $250 hourly; pension advisory fees up to $50,000 fixed fee or $250 hourly.
Hardy Reed, LLC
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Franklin First United Methodist Church
2022 - 2023 (1 year)
Christ United Methodist Church
2020 - 2021 (1 year)
Fellowship United Methodist Church
2019 - 2019 (1 year)
University of North Texas
2017 - 2019 (2 years)
New England Conservatory
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 66
Tupelo, MS
Edward Jones
Series 66
Tupelo, MS
Merrill
William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.
Series 63, Series 65
Tupelo, MS
Merrill
Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.
CFP®, Series 66
Tupelo, MS
Park Place Capital Corporation
Series 65
Tupelo, MS
Hardy Reed, LLC
Series 65
Oxford, MS
Addicus Advisory, LLC
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