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Frank Riley Jr.

Advisor at Hardy Reed, LLC

Updated today

Location

Tupelo, MS 38804

Credentials

Series 65

Industry experience

4 years

About

Frank Riley is a financial advisor at Hardy Reed, LLC with four years of industry experience. He holds a Series 65 designation and has been with Hardy Reed since 2020. In addition to his advisory role, Riley serves as a Research Associate III at Mississippi State University’s John C. Stennis Institute of Government and Community Development, focusing on business development. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a customized financial planning approach with an emphasis on fundamental analysis and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

Client services

Based on Hardy Reed, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Based on Hardy Reed, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Hardy Reed, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees up to $10,000 for financial planning; up to $50,000 for fiduciary and pension consulting services; negotiable

Percentage

Negotiated up to 1.5% annually; fees may be flat or tiered as agreed in client agreement

Project-based

Up to $250 per hour for financial planning, fiduciary, and pension consulting services

Other

Minimum fee: Generally $10,000 minimum annual fee for investment management services, negotiable Fee-only: Flat or fixed fees up to $10,000 for financial planning; negotiable; hourly fees up to $250/hour

Location

101 S. Front Street

Tupelo, MS 38804

Work history

Hardy Reed, LLC

2020 - Present (6 years)

Mississippi State University

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew Adams is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Addicus Advisory since 2015. Adams is involved in several business ventures, including serving as president of ABA Marketing, Inc., a marketing services company supporting Addicus Holdings and its subsidiaries. Addicus Advisory serves individuals, high-net-worth clients, corporations, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, and consulting, emphasizing customized strategies and ongoing monitoring, with a notable portion of assets managed on a non-discretionary basis.

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Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
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Anthony S

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Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously in renovation services and response services. Hardy Reed provides financial planning, wealth management, and investment management to individuals, trusts, estates, and institutional clients. The firm uses a customized financial planning process with a focus on fundamental analysis and long-term strategies, and offers fiduciary services, pension consulting, and both discretionary and nondiscretionary portfolio management.

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Steven Paul H

Series 65

Tupelo, MS

Hardy Reed, LLC

Steven Paul Hyland is a financial advisor at Hardy Reed, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory work, he is a limited partner in a farming operation in Vicksburg, Mississippi. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a process centered on customized financial plans and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired
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