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Mark Hilton Hooker

Advisor at Wealthharbor Capital Group, LLC — Ocean Springs, MS

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Ocean Springs, MS 39564

Wealthharbor Capital Group, LLC logo

Wealthharbor Capital Group, LLC

Team

Total advisors

6

Across 2 offices

Clients per advisor

31 Very Low

Avg AUM per client

$732,286 Low

HNW client ratio

31% Typical

About

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Client services

Based on Wealthharbor Capital Group, LLC

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Wealthharbor Capital Group, LLC

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

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Fee options

Fixed

Negotiated flat dollar fee per quarter

Percentage

1.5% per annum charged quarterly

Other

Account minimum: $100,000

Location

See office

Ocean Springs, MS

22 Doctor's Drive, Suite C

Ocean Springs MS 39564

Advisors at this office

2

Most active in

Florida · Louisiana · Mississippi

Work history

18 years of industry experience

WealthHarbor Capital Group, LLC

2017 - Present • 9 years

New Orleans, LA

Financial Management Solutions, Llc

2004 - 2017 • 13 years

Ocean Springs, MS

Management Resource Group LLC

1998 - Present • 28 years

Ocean Springs, MS

Hooker, Walsh & Associates, Pllc

1993 - Present • 33 years

Ocean Springs, 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
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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
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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
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Carter L

Series 65

Biloxi, MS

RWM Capital, LLC

Carter Lewis is a financial advisor at RWM Capital, LLC with a Series 65 credential and four years of industry experience. He has worked at RWM Capital since 2023 and previously spent time at Foundations Investment Advisors and Roberts Wealth Management. Outside of advising, he is involved with Roberts Wealth Management’s insurance business. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, supported by quantitative algorithms and AI-assisted processes, across a multi-office platform.

General retirement planning Income planning Retirement income strategy General estate planning guidance Approaching retirement Retired
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Jordan T

Series 65

Biloxi, MS

RWM Capital, LLC

Jordan Thomas is a financial advisor at RWM Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Beau Rivage Resort & Casino and Panda Express. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes tailored asset allocations, external model portfolios, and algorithmic tools across a multi-office platform to manage client relationships and portfolios.

General retirement planning Income planning Retirement income strategy General estate planning guidance Approaching retirement Retired
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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
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