Hardy Reed, LLC

Wealth Management Firm in Tupelo, MS

Firm Info
Address: 101 S Front St, Tupelo, MS 38804, USA
Phone: (662) 823-4722

Firm Size
Assets Under Management: $1.7 billion
# of Advisors: 10
# of Clients: 730
Client to Advisor Ratio: 73:1
Average Account Size: $2.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Hardy Reed, LLC Overview

HARDY REED, LLC is an investment advisory firm that was established in 2006 and has been providing financial services to clients for over a decade. The firm is headquartered in Tupelo, MS and operates on a fee-only arrangement. This means that clients only pay a fee for the services provided and the firm does not earn commissions or sell products to its clients. As a registered investment advisory firm, HARDY REED, LLC specializes in providing investment advice only. The firm offers a range of financial planning services to help individuals and small businesses achieve their financial goals. In addition, the firm provides portfolio management services to help clients grow and protect their wealth. These services are available for both businesses and institutional clients. HARDY REED, LLC also offers pension consulting services to help clients navigate the complex world of retirement planning. The firm's experienced consultants work with clients to develop customized pension plans that are tailored to their specific needs. Apart from these services, the firm also offers consultation services to individuals and businesses looking to make informed financial decisions.

HARDY REED, LLC caters to a diverse range of clients that include individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations that are not listed. By offering a wide spectrum of wealth management services, HARDY REED, LLC has built a reputation for providing innovative and tailored solutions for clients from all backgrounds. Whether a client is looking for short-term financial advice or a long-term investment strategy, HARDY REED, LLC has the expertise, experience, and resources to meet their unique needs. The fee structures available at HARDY REED, LLC are flexible and transparent, allowing clients to choose the one that best suits their financial goals and requirements. Clients can avail themselves of a percentage of AUM-based fee structure that charges a percentage of the assets managed by the firm. This fee structure is ideal for those looking for ongoing investment advice and management. Alternatively, clients can opt for an hourly fee, which is suitable for those looking for quick financial advice or one-time consultations. Fixed fees are also available for clients who prefer a pre-determined payment for a specific service. With this range of fee structures, HARDY REED, LLC ensures that every client can access the services they need at a fair and reasonable price.

Typical Clients, Fee Structures & Investment Minimum

Hardy Reed, LLC does not impose an account minimum, according to their Part 2 Brochure note about investment minimums. However, clients should be aware that the firm generally imposes a minimum annual fee of $10,000 for investment management services. This minimum fee may make the firm's services impractical for clients with small accounts. Hardy Reed may negotiate a lower fee based on certain criteria, but clients should be aware that this is not guaranteed.

How This Office Can Help Tupelo, MS Residents

Hardy Reed, LLC is a financial advisory firm that provides comprehensive financial planning, investment management, and retirement planning services to clients in Tupelo, MS and the surrounding areas. The firm works closely with clients to create customized financial plans that address their unique needs and goals, and provides ongoing support and guidance to help them achieve financial success. Many clients in Tupelo, MS may be facing common financial challenges such as managing debt, saving for retirement, or planning for educational expenses. Hardy Reed, LLC can assist these clients by providing strategies for debt reduction, developing investment plans that align with their retirement goals, and creating disciplined savings plans for college expenses. In addition, the firm can help clients navigate complex financial situations such as estate planning, tax management, and business succession planning. With a commitment to transparency, integrity, and personalized service, Hardy Reed, LLC is dedicated to helping clients in Tupelo, MS achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Hardy Reed, LLC, visit their Part 2 Brochure.

Services Offered by Hardy Reed, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hardy Reed, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 101 S Front St, Tupelo, MS 38804, USA
Phone (662) 823-4722
Opening Hours
  • Mon 8 AM–4 PM
  • Tue 8 AM–4 PM
  • Wed 8 AM–4 PM
  • Thu 8 AM–4 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Hardy Reed, LLC is registered to service clients in the following states:

  • Alabama
  • California
  • Florida
  • Georgia
  • Louisiana
  • Mississippi
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Hardy Reed, LLC does not have any disclosures. Please visit it's Form ADV for more details.