Financial Concepts fees and pricing
Financial planner in Columbus, Mississippi. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 2, 2026, Financial Concepts charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,000.00 to $5,000.00, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Concepts bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
How Financial Concepts’ fees compare
- Its flat or project fee of $1,000-$5,000 spans the Mississippi median of $3,000. 46% of the 13 other Mississippi planners that publish a flat or project fee charge less.
About Financial Concepts
- Firm size: 19 employees.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 2,518
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,088,251,596
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157616
- Phone
- (662) 327-1480
Can advise clients in 19 states: Alaska, Alabama, Arkansas, California, Florida, Georgia, Illinois, Louisiana, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
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.