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Hardy Reed, LLC

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Total assets under management

$2,357,448,960

More info

Total clients

322

48% high-net worth

Total advisors

13

of 19 employees

Firm size

Multi Team

Average clients per advisor

25

Average account size

$7,321,270

Client services

Financial planning Portfolio management Pension consulting Consulting

Fee options

Fixed

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.

Project-based

Financial planning and fiduciary services fees up to $250 per hour; pension advisory services up to $250 per hour.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Hardy Reed, LLC

101 S. Front Street

Tupelo MS 38804, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 662-823-4722

Advisors at this firm

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John H

Series 63, Series 65

Oxford, MS

Hardy Reed, LLC
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Gary W

CFA®, Series 63, Series 65

Oxford, MS

Hardy Reed, LLC
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Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC
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Steven Paul H

Series 65

Tupelo, MS

Hardy Reed, LLC
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George R

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC
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Brandy S

Series 65

Tupelo, MS

Hardy Reed, LLC
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Yale M

Series 65

Madison, MS

Hardy Reed, LLC
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Kenneth P

Series 63, Series 65

Oxford, MS

Hardy Reed, LLC
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Anita G

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC
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Frank R

Series 65

Tupelo, MS

Hardy Reed, LLC
user avatar

Margaret J

CFP®, Series 63, Series 65, Series 66

Oxford, MS

Hardy Reed, LLC
user avatar

Richard H

CFP®, Series 63, Series 66

Tupelo, MS

Hardy Reed, LLC
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