user avatar

Garrett Elisha Malone

Advisor at Osaic Advisory Services, LLC — Gautier, MS

Updated today

Credentials

Series 65

Experience

1 year

Location

Gautier, MS 39553

Osaic Advisory Services, LLC logo

Osaic Advisory Services, LLC

Enterprise

Total advisors

330

Across 158 offices

Clients per advisor

89 High

Avg AUM per client

$508,486 Typical

HNW client ratio

13% Typical

About

Garrett Malone is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at United Parcel Service, GM Resale, Francis Marion School, and Foot Locker. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Client services

Based on Osaic Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Osaic Advisory Services, LLC

Annuities

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees up to $25,000 for financial planning and consulting services; fixed fees for retirement plan consulting services from $1,000 to $100,000

Percentage

$0+: up to 2.50% annually on Ally and Counsel Programs (negotiable) $0+: up to 3.00% annually on Plan Participant Retirement Program (negotiable, can be fixed % or tiered schedule)

Commissions

Commissions earned by Advisory Representatives acting as registered representatives of Osaic Wealth when purchasing securities or insurance products

Project-based

Hourly fees ranging from $0 to $750 per hour for financial planning and consulting services; hourly rates of $50 to $300 per hour for retirement plan consulting services

Other

Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed per account to the advisor Fee-only: Fixed fees up to $25,000 for financial planning and consulting services; hourly fees ranging from $0 to $750 per hour (not exceeding $25,000 total); retirement plan consulting fees can be fixed fee ($1,000 - $100,000), hourly ($50 - $300 per hour), or basis points up to 1.25%

Location

See office

Gautier, MS

4104 Gautier Vancleave Road

Gautier MS 39553

Advisors at this office

1

Most active in

Mississippi

Work history

1 year of industry experience

Osaic Advisory Services

2025 - Present • 1 year

Atlanta, GA

Osaic Wealth

2025 - Present • 1 year

Scottsdale, AZ

United Parcel Service

2022 - Present • 4 years

Jackson, MS

United Parcel Service

2020 - 2021 • 1 year

Jackson, MS

GM Resale

2018 - 2022 • 4 years

Byram, MS

Francis Marion School

2017 - 2018 • 1 year

Byram, MS

Foot Locker

2016 - 2017 • 1 year

Ridgeland, MS

Disclosures

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

Business activities & affiliations

Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor with Voyage Wealth Management, LLC in Diberville, MS, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he has experience in the restaurant industry, having been associated with Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm employs a core-and-satellite investment strategy using diversified, low-cost ETFs alongside active managers, with a focus on pension consulting and serving as an ERISA 3(38) investment manager for plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired
user avatar

Brandon A

Series 66

Ocean Springs, MS

AAIM Financial

Brandon Allen is a financial advisor with AAIM Financial in Ocean Springs, MS, holding a Series 66 designation and 11 years of industry experience. Prior to founding Allen & Associates Investment Management LLC, he was associated with firms including Benefits Plus, TriCities Advisors, and LPL Financial. He is also a licensed insurance agent involved in health insurance sales through Integrity Agency Corporation and Cervus Highlands Insurance Group. AAIM Financial is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management and related services. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its investment process and combines long-term investing with options trading strategies.

Options & derivatives strategies Active portfolio management
user avatar

Ryan E

Series 65

Vancleave, MS

Pers Pro

Ryan Earley is the sole principal of PERS Pro LLC, a fee-only independent advisory firm. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding the firm, Earley worked for ten years with the Jackson County School District and has experience at Catona Climate and the University of Georgia's Terry School of Business. PERS Pro LLC provides comprehensive financial planning services primarily to mid- to late-career state employees and public pension participants. The firm employs a client-driven planning process with a focus on passive, index-based investment advice, and offers services including pension decision coaching, retirement checkups, and tax preparation.

Retirement income strategy General retirement planning Cash flow / budgeting Government Employee Mid-Career Professionals Approaching retirement
user avatar

James A

Series 66

Ocean Springs, MS

SimplyRIA Advisor Network

James Anadon is a financial advisor with SimplyRIA Advisor Network in Ocean Springs, MS, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Olivia Wealth Management, Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team-based, RIA-aggregator model. The firm offers both discretionary and non-discretionary investment management and financial planning, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments tailored to client objectives.

Retirement income strategy Annuities Wealth management Private / alternative investments Options & derivatives strategies
user avatar

William B

Series 66

Ocean Springs, MS

Wealthharbor Capital Group, LLC

William Beard III is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at WealthHarbor Capital Group, LLC since 2017 and previously held roles at Financial Management Solutions, LLC and MRG Insurance Services. Outside of his advisory work, he is a 50% owner of MRG Insurance Services, a property and casualty insurance agency. WealthHarbor Capital Group, LLC serves individual, high-net-worth, and institutional clients with portfolio management, retirement-plan advisory, and administration services. The firm employs a proprietary asset-class rotation model to construct portfolios primarily using mutual funds, ETFs, and other pooled vehicles, complementing its client offerings with unique features such as managing bank-maintained collective investment trusts and operating a dedicated 401(k) plan platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
user avatar

Steven C

Series 63, Series 65

Ocean Springs, MS

Dew Wealth Management

Steven Cosentini is a financial advisor at Dew Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Dew Wealth Management, he held roles at Magnolia Capital, LPL Financial LLC, PFS Investments Inc., and Primerica Financial Services. He also served at the Federal Aviation Administration for seven years. Outside of his advisory work, he is a member of the Board of Directors for the Blossman Family YMCA in Ocean Springs, MS. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary management and coordinates with other client professionals through its Virtual Family Office and Wealth Accelerator engagements.

Business ownership considerations Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)