Eversight Wealth LLC fees and pricing
Financial planner in Oxford, Mississippi. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Eversight Wealth LLC charges an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000/yr
“The current standard fee is $8,000 per year for investment management and financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eversight Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Your fee may differ from what Eversight charges other clients, since this fee is negotiable in limited circumstances based on the scope of advice and other factors.”
- “Your fee may differ from what Eversight charges other clients, since this fee is negotiable in limited circumstances based on the scope of the initial plan.”
- “Page 6 of 18 Fee Deduction and Billing Eversight bills investment management and financial planning fees quarterly in arrears.”
How Eversight Wealth LLC’s fees compare
- Its annual fee of $8,000 is above the Mississippi median of $4,500. 75% of the 4 other Mississippi planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Eversight Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 37
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $102,975,669
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175285
- Phone
- (601) 202-1356
Other planners in Mississippi that publish fees
- Barnes Pettey Financial Advisors, LLCClarksdale$750-$3,000
- Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
- Brick Street FinancialClinton$500/hr, $1,500-$2,500
- Caldric CapitalSeminary$200/hr
- Collaborative AdviceMadison$300/hr, $2,000-$10,000
- Duncan Wealth Management, LLCMadison$300/hr, $1,000-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.