Resolute Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged a one time fixed fee ranging from $1,000 to $15,000, depending on the complexity of a client’s plan and services provided.”

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

How Resolute Wealth Strategies, LLC bills

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

• “The fee for financial planning services will be billed in accordance with the agreement with the client, and may be billed in periodic installments until final delivery of the financial plan or otherwise fully payable upon delivery of the financial plan.”
• “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”
• “If based on a percentage of the aggregate portfolio value of assets under management, the fee is charged quarterly in advance based upon the market value of the assets being managed as of the last day of the previous quarter.”

How Resolute Wealth Strategies, LLC’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the Mississippi median of $3,000. 77% of the 13 other Mississippi planners that publish a flat or project fee charge less.

About Resolute Wealth Strategies, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2022 (4 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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

279

Employees

7

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, and pension consulting

Assets managed

$387,579,769

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318599

Website

theresoluteadvisor.com (opens in new tab)

Phone

(601) 952-8850

Can advise clients in 14 states: Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Maine, Mississippi, North Carolina, Ohio, Tennessee, Texas

Other planners in Jackson that publish fees

• Wealthview Capital, LLCJackson$150⁠-⁠$500/hr, $1,500⁠-⁠$25,000
• 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

Compare all 35 planners in Mississippi