#1Haire Wealth Management, Inc.
HAIRE WEALTH MANAGEMENT, INC.
Serves this area from Tupelo, MS (19 mi)
Retirement Plan Advisors in Pontotoc County, MS
The top-ranked retirement plan advisors serving Pontotoc County, MS are Haire Wealth Management, Inc., Hardy Reed, LLC and Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv). We list 3 retirement plan advisors serving Pontotoc County, MS. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Pontotoc County, MS. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Pontotoc County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Haire Wealth Management, Inc. | SEC-registered investment adviser (CRD)#339998 | Tupelo, MS (19 mi) | (662) 844-3501 |
| 2 | Hardy Reed, LLC | SEC-registered investment adviser (CRD)#141024 | Tupelo, MS (19 mi) | (662) 823-4722 |
| 3 | Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv) | SEC-registered investment adviser (CRD)#149447 | Taylor, MS (32 mi) | (662) 550-4554 |
#2Hardy Reed, LLC
HARDY REED, LLCServes this area from Tupelo, MS (19 mi)#3Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
FRUGE' CAPITAL ADVISORS, LLCServes this area from Taylor, MS (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Pontotoc County?
We list 3 retirement plan advisors serving Pontotoc County, MS: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Pontotoc County?
The top-ranked retirement plan advisors serving Pontotoc County, MS are Haire Wealth Management, Inc., Hardy Reed, LLC and Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv). The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Pontotoc County are verified against official records?
3 of the top 3 match an active official record: Haire Wealth Management, Inc. (U.S. Securities and Exchange Commission), Hardy Reed, LLC (U.S. Securities and Exchange Commission) and Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv) (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Pontotoc, Ecru, Algoma, Thaxton, Sherman, Toccopola, Randolph