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Justin Childress

Advisor at Advisor Resource Council — Oxford, MS Access Road

Updated today

Credentials

CFP®, Series 66

Experience

15 years

Location

Oxford, MS 38655

Advisor Resource Council logo

Advisor Resource Council

Multi-team

Total advisors

87

Across 19 offices

Clients per advisor

134 Very High

Avg AUM per client

$285,563 Very Low

HNW client ratio

18% Typical

About

Justin Childress is a CFP® professional with 15 years of industry experience, currently affiliated with Advisor Resource Council. His prior roles include positions at Cetera and Region Bank, among others. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Client services

Based on Advisor Resource Council

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Advisor Resource Council

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.)

Occupation focus

Based on Advisor Resource Council

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning flat fees range from $50 to $15,000; flat annual management fees up to $100,000+ depending on asset level

Percentage

$0 - $499,999: 2.25% (traditional asset management max rate) $500,000 - $999,999: 2.25% (traditional asset management max rate) $1,000,000 - $1,999,999: 2.25% (traditional asset management max rate) $2,000,000 - $4,999,999: 2.25% (traditional asset management max rate) $5,000,000+: 2.25% (traditional asset management max rate) $0 - $499,999: 2.50% (wrap fee program max rate) $500,000 - $999,999: 2.50% (wrap fee program max rate) $1,000,000 - $1,999,999: 2.50% (wrap fee program max rate) $2,000,000 - $4,999,999: 2.50% (wrap fee program max rate) $5,000,000+: 2.50% (wrap fee program max rate)

Commissions

Commissions from LPL for IARs registered representatives; referral fees 1.0% loan amount (bank), 0.025% loan amount (internet lending platform), 0.47% interest earned (cash management platform)

Project-based

Financial planning and consulting hourly fees $100 to $500

Other

Account minimum: $500 for AIQ Foundations; $25,000 for AIQ Essentials and LPL Model Wealth Portfolios; $50,000 for LPL Manager Access Select (equity); $200,000 for AIQ Focused; $250,000 for LPL Personal Wealth Portfolios; $5,000 for LPL Guided Wealth Portfolios Minimum fee: Flat annual fees ranging from $50 to $100,000+ depending on asset level Fee-only: Financial planning fees hourly $100-$500; flat fees $50-$15,000

Location

See office

Oxford, MS Access Road

1300 Access Road, Suite 200

Oxford MS 38655

Advisors at this office

3

Most active in

Mississippi

Work history

15 years of industry experience

Accelerate Investment Advisors LLC

2026 - Present • 1 year

Aliso Viejo, CA

Barfield Wealth Management

2023 - Present • 3 years

Oxford, MS

Advisor Resource Council LLC

2023 - Present • 3 years

Dallas, TX

Cetera

2014 - 2023 • 9 years

Oxford, MS

Region Bank

2013 - 2023 • 10 years

St. Cloud, MN

Cetera Investment Services Llc

2013 - 2023 • 10 years

St. Cloud, MN

Disclosures

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

Business activities & affiliations

user avatar

Don F

Series 65

Oxford, MS

Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)

Don Fruge is a financial advisor with Fruge' Capital Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has worked with Oxford Investment Advisors since 2009 and also serves as a partner at Fruge' Law Firm, PLLC, where he provides legal services unrelated to investment advisory. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, using globally diversified, multi-asset class portfolios that combine passive index ETFs with tactical overlays and selected active managers. Its affiliation with a law practice allows coordination on tax, estate, and charitable planning when clients engage those services.

Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses Active portfolio management Executive Founder/Business Owner Retired
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Don F

Series 65

Oxford, MS

Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)

Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services. He has also been affiliated with the University of Mississippi since 1971. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, utilizing globally diversified, multi-asset class portfolios with a strategic core based on modern portfolio theory and passive index ETFs, complemented by tactical overlays and selected active managers.

Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses Active portfolio management Executive Founder/Business Owner Retired
user avatar

John H

Series 63, Series 65

Oxford, MS

Hardy Reed, LLC

John Hardy is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 23 years of industry experience. He has been with Hardy Reed since 2011 and holds Series 63 and Series 65 licenses. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach focused on discretionary portfolios concentrated in mutual funds and ETFs, and it holds a CEFEX® certification uncommon among similar team firms.

Wealth management
user avatar

Gary W

CFA®, Series 65, Series 63

Oxford, MS

Hardy Reed, LLC

Gary Wilson is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Hardy Reed, LLC. Prior to joining Hardy Reed, he worked at ALPS Distributors, Inc and Vulcan Value Partners, and spent 18 years at Southeastern Asset Management. Outside of his financial career, he is a member of Magnolia By the Sea, LLC, a vacation rental business. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm uses fundamental analysis to construct discretionary portfolios, typically concentrated in mutual funds and ETFs, with a long-term investment approach supplemented by tailored financial plans.

Wealth management
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Kenneth P

Series 63, Series 65

Oxford, MS

Hardy Reed, LLC

Kenneth Parkinson is a financial advisor with Hardy Reed, LLC in Oxford, MS, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm focuses on discretionary portfolios using mutual funds and ETFs with a long-term investment horizon and offers fiduciary consulting and CEFEX certification services.

Wealth management
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Andrew Y

CFP®, Series 66

Oxford, MS

Barnes Pettey Financial Advisors, LLC

Andrew Yee is a CFP® professional with 19 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services for 18 years. Yee holds a Series 66 license and is also a licensed independent life insurance agent with limited activity outside his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages $1.31 billion in assets and follows a client-specific approach utilizing a broad range of investment vehicles and strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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