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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

86

Across 19 offices

Clients per advisor

136 Very High

Avg AUM per client

$285,563 Very Low

HNW client ratio

18% Typical

About

Justin Childress is a CFP® with 15 years of industry experience, currently affiliated with Advisor Resource Council. His prior experience includes roles at Merrill, Morgan Stanley, Cetera, and Region Bank. He is based in Oxford, MS. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to manage portfolios through its AIQ platform and offers customized investment solutions, including options strategies.

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 Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Advisor Resource Council

Executive Founder/Business Owner

Demographic focus

Based on Advisor Resource Council

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Fixed

Flat fees range from $50 to $15,000 for financial planning and consulting; flat annual account fees ranging from $11,500 to $100,000 and above depending on assets under management

Percentage

$0 - $499,999: 2.25% (Traditional Asset Management) $500,000 - $999,999: 2.25% (Traditional Asset Management) $1,000,000 - $1,999,999: 2.25% (Traditional Asset Management) $2,000,000 - $4,999,999: 2.25% (Traditional Asset Management) Over $5,000,000+: 2.25% (Traditional Asset Management)

Commissions

Certain Investment Advisor Representatives receive commissions for sales of securities and insurance products through LPL Financial.

Project-based

$100 to $500 per hour for financial planning and consulting services

Other

Account minimum: $500 Minimum fee: Flat annual fees ranging from $11,500 (for accounts $0-$499,999) up to $100,000 plus $100,000 for each $5M increment over $5M Fee-only: Yes, including financial planning hourly fees ($100–$500) and flat fees ($50–$15,000), retirement plan consulting fees, and flat annual fees

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

Merrill

2011 - 2013 • 2 years

Memphis, TN

Morgan Stanley

2011 - 2011 • 1 year

Memphis, TN

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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Don F

Series 65

Oxford, MS

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

Don Fruge Jr. is a Series 65 licensed financial advisor with 19 years of industry experience. He is a partner at Fruge' Capital Advisors, LLC (formerly Oxford Investment Advisors) and also maintains a legal practice as a partner at Fruge' Law Firm, PLLC, dedicating 10-25% of his time to providing legal services outside of investment advising. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach with both passive and active elements and integrates coordinated wealth management that includes legal and institutional planning resources.

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 19 years of industry experience. He holds a Series 65 designation and has been involved with 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 and dedicates approximately 10-25% of his time. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach incorporating strategic asset allocation with both passive and active management components, and maintains a material affiliation with a related law practice that some clients may utilize for estate, charitable, and tax matters.

Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses Active portfolio management Executive Founder/Business Owner Retired
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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 63, Series 65

Oxford, MS

Hardy Reed, LLC

Gary Wilson is a financial advisor with Hardy Reed, LLC in Oxford, MS. He holds the CFA® designation and Series 63 and Series 65 licenses, with four years of industry experience. Prior to joining Hardy Reed, he worked at ALPS Distributors, Inc and Vulcan Value Partners. Outside of his advisory role, 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 and a long-term investment approach, concentrating portfolios in mutual funds and ETFs while also offering fiduciary consulting and training services.

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 22 years of industry experience. He has been with Hardy Reed since 2011 and previously worked at Valic Financial Advisors from 2003 to 2009. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm employs a long-term investment approach using discretionary portfolios concentrated in mutual funds and ETFs, supplemented by fiduciary consulting and tailored financial plans.

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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