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.
Credentials
Series 65
Experience Industry experience
9 years
Location
Carthage, MS 39051
Gradient Advisors, LLC
Multi-team
William Hollingsworth is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He is also president and owner of Retirement Solutions & Wealth Management, LLC, through which he provides advisory services and retirement planning. Hollingsworth has operated William C Hollingsworth, Inc. since 2006, primarily for tax purposes related to insurance. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that integrates various analytical approaches to portfolio management.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
Carthage, MS
127 W Main Street
Carthage MS 39051
Advisors at this office
1
Mississippi
9 years of industry experience
Retirement Solutions & Wealth Management, LLC
2016 - Present • 10 years
Carthage, MS
Gradient Advisors, LLC
2016 - Present • 10 years
Arden Hills, MN
William C Hollingsworth, Inc.
2006 - Present • 20 years
Carthage, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")