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Easley Investment Consultants, Inc.

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Client assets under management

$223,779,390

Clients

357

15% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

179

Very High

Average account size

$626,833

About

Easley Investment Consultants provides investment advisory and consulting services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. Services include ongoing portfolio management, financial planning (annual retainer or one‑time engagements), and pension consulting.

The firm delivers customized, fiduciary investment advice, typically managing client accounts on a discretionary basis and constructing diversified portfolios that use mutual funds, ETFs, individual stocks and bonds, and, when appropriate, allocations to third‑party money managers for co‑advisory management. Investment analysis methods include fundamental and technical analysis and an asset‑allocation focus; accounts are monitored and reviewed periodically (generally quarterly and at least annually) against a written investment policy statement.

What is distinctive is that Easley Investment Consultants operates its own wrap fee program for portfolio management — offering advisory, trade execution, and custody services through a single asset‑based arrangement, a structure relatively uncommon among peers. The firm also commonly recommends an institutional custodian platform and discloses that it receives support services from that custodian, noting the potential conflicts such arrangements can create around custody recommendations and trading incentives.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Fee options

Commissions

Certain associated persons are licensed insurance agents and may receive commissions from insurance products sold to clients; these commissions are separate from advisory fees.

Project-based

Hourly fees for financial planning and consulting services and non-fiduciary pension consulting services at a maximum of $300 per hour; negotiable based on engagement complexity.

Subscriptions

Annual retainer financial planning engagements with automatic renewal unless terminated by client.

Main office location

Easley Investment Consultants, Inc.

1050 Northpark Drive, Suite D

Ridgeland MS 39157, United States

Number of offices

1

Most active in

More info

Florida · Georgia · Louisiana · Mississippi · Tennessee · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

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

Quick links

Website 601-992-4101

Advisors at this firm

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user avatar

Kelly A

CFP®, Series 63, Series 66

Ridgeland, MS

Easley Investment Consultants, Inc.

Kelly Adams is a CFP® with 17 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to that, Adams worked at Wells Fargo Advisors Financial Network, LLC from 2016 to 2020. Outside of financial advising, Adams holds treasurer positions for St. Phillips Episcopal Church and the Jackson Yacht Club, managing budgets for both organizations. Easley Investment Consultants provides investment advisory and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers customized fiduciary investment advice, portfolio management through its own wrap fee program, and employs fundamental and technical analysis with an asset-allocation focus.

Wealth management
user avatar

Carl E

CFP®, Series 63, Series 65

Ridgeland, MS

Easley Investment Consultants, Inc.

Carl Easley is a CFP® with 28 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC for 11 years. He is a member of the investment committee for the Women's Foundation of Mississippi. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. The firm offers customized, fiduciary investment advice with a focus on diversified portfolios, combining fundamental and technical analysis, and operates its own wrap fee program for portfolio management.

Wealth management
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