Gary Wilson is a CFA-designated registered investment advisor at Hardy Reed, LLC, based in Oxford, MS, with 4 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 395 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may be flat or tiered as agreed in the client agreement. Minimum annual fee of $10,000 applies. Fees are negotiable.
Fee Estimator
Location
300A Enterprise Dr, Oxford, MS, 38655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hardy Reed, LLC
Previous Registrations
Alps Distributors, INC.Broker
Vulcan Value Partners LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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