Voyage Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“The fixed fee can range between $500.00 and $5,000.00, depending on complexity and the needs of the client, and the scope of the contract.”

Annual fee

$2,500⁠-⁠$5,000/yr

“The fees range from $2,500 - $5,000 annually.”

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

How Voyage Wealth Management, LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The Investment Management Fee is a guideline and may be negotiable based on a Client’s complexity in certain cases.”
• “The final fee will be prorated based on the number of days services were provided during the final quarterly billing period, up to and including the termination date.”

How Voyage Wealth Management, LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Mississippi median of $3,000. 38% of the 13 other Mississippi planners that publish a flat or project fee charge less.
• Its annual fee of $2,500-$5,000 spans the Mississippi median of $4,500. 25% of the 4 other Mississippi planners that publish an annual fee charge less.

About Voyage Wealth Management, LLC

• Principal: Samuel Resultan
• 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.

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• 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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339544

Website

voyage-wm.com (opens in new tab)

Phone

(228) 213-0976

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