Frank Riley Jr.
Advisor at Hardy Reed, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hardy Reed, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tupelo, MS 38804
Credentials
Series 65
Industry experience
4 years
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.
Based on Hardy Reed, LLC
Based on Hardy Reed, LLC
Flat fees up to $10,000 for financial planning; up to $50,000 for fiduciary and pension consulting services; negotiable
Negotiated up to 1.5% annually; fees may be flat or tiered as agreed in client agreement
Up to $250 per hour for financial planning, fiduciary, and pension consulting services
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
101 S. Front Street
Tupelo, MS 38804
Hardy Reed, LLC
2020 - Present (6 years)
Mississippi State University
2010 - Present (16 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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