Pers Pro fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$300/mo

“The fixed fee is $300 per month and non-negotiable.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pers Pro bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee ranges from $3,000-$6,000 depending on complexity and is negotiable.”
• “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client and any earned fee will be charged to the Client according to the estimated service schedule below.”
• “Clients will pay financial plan implementation fees in arrears on a monthly basis.”

How Pers Pro’s fees compare

• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Pers Pro

• 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: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338293

Website

perspro.ms (opens in new tab)

Phone

(601) 617-7377

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

Compare all 35 planners in Mississippi