Advisor at Waverly Advisors, 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.
Firm
Waverly Advisors, LLC
Location
Ridgeland, MS 39157
Credentials
Series 63, Series 66
Industry experience
30 years
Based on Waverly Advisors, LLC
Based on Waverly Advisors, LLC
Financial Planning fees range from $500 to $50,000 fixed fee basis depending on scope
$0 - varies: 0.25% to 1.5% annually (flat or declining marginal percentages; tiered fees apply) varies+: 0.25% to 1.5% annually (flat or declining marginal percentages; tiered fees apply)
Financial Planning fees range from $75 to $450 per hour depending on scope and professional
Performance-based fees charged for certain affiliated and unaffiliated private funds; details in offering documents
Minimum fee: Annual minimum Advisory Fee generally ranges from $5,000 to $20,000; 401(k) Plan clients subject to annual minimums generally ranging from $5,000 to $50,000; minimums may be waived or reduced Fee-only: Fee-only investment advisory firm; no commissions or transaction-related fees charged by Adviser
800 Woodlands Pkwy #208
Ridgeland, MS 39157
Mississippi · Texas
Waverly Advisors, LLC
2024 - Present (2 years)
Efp Advisors Inc D/B/A W. O. Stone Advisors
2014 - Present (12 years)
Purshe Kaplan Sterling Investments
2009 - Present (17 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:
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.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Jackson, MS
Eversight Wealth LLC
Series 63, Series 65
Jackson, MS
Dental Wealth Partners LLC
CFP®, CPA
Madison, MS
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
Madison, MS
Collaborative Advice
Series 63, Series 65
Madison, MS
FHZ Wealth Management, LLC
CFA®, Series 65
Clinton, MS
Wealth Management, LLC
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