Hardy Reed, LLC fees and pricing
Financial planner in Tupelo, Mississippi. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 4, 2026, Hardy Reed, LLC charges $250 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hardy Reed’s financial planning fees are negotiable but will typically not exceed a $10,000 fixed fee or a $250 hourly fee, depending on the level and scope of the services and the professional rendering the financial planning services.”
- Flat or project fee
- $10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hardy Reed, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed based on a flat fee or a tiered structure, as agreed upon with each client and set forth in each client’s executed agreement.”
- “Hardy Reed’s annual fee is prorated and charged quarterly in advance, based on the market value of the assets on the last day of the previous quarter.”
- “Generally, Hardy Reed requires one-half of the financial planning fee (estimated hourly or fixed) payable upon entering the written agreement.”
How Hardy Reed, LLC’s fees compare
- Its hourly rate of $250 is below the Mississippi median of $300. 20% of the 10 other Mississippi planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Mississippi median of $3,000. 92% of the 13 other Mississippi planners that publish a flat or project fee charge less.
About Hardy Reed, LLC
“Hardy Reed, LLC (“Hardy Reed” or “the firm”) provides financial planning, wealth management and investment management services to individuals and high-net-worth individuals, trusts and estates.”
- Firm size: 18 employees.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 351
- Employees
- 18
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $2,890,705,950
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141024
- Phone
- (662) 823-4722
Can advise clients in 10 states: Alabama, California, Florida, Georgia, Louisiana, Mississippi, North Carolina, New York, Tennessee, Texas
Other planners in Tupelo that publish fees
- Haire Wealth Management, Inc.Tupelo$500/hr, $1,000-$5,000
- 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
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.