Easley Investment Consultants, Inc.
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About
Easley Investment Consultants provides investment advisory and consulting services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. Services include ongoing portfolio management, financial planning (annual retainer or one‑time engagements), and pension consulting.
The firm delivers customized, fiduciary investment advice, typically managing client accounts on a discretionary basis and constructing diversified portfolios that use mutual funds, ETFs, individual stocks and bonds, and, when appropriate, allocations to third‑party money managers for co‑advisory management. Investment analysis methods include fundamental and technical analysis and an asset‑allocation focus; accounts are monitored and reviewed periodically (generally quarterly and at least annually) against a written investment policy statement.
What is distinctive is that Easley Investment Consultants operates its own wrap fee program for portfolio management — offering advisory, trade execution, and custody services through a single asset‑based arrangement, a structure relatively uncommon among peers. The firm also commonly recommends an institutional custodian platform and discloses that it receives support services from that custodian, noting the potential conflicts such arrangements can create around custody recommendations and trading incentives.
Client services
Expertise
Fee options
Certain associated persons are licensed insurance agents and may receive commissions from insurance products sold to clients; these commissions are separate from advisory fees.
Hourly fees for financial planning and consulting services and non-fiduciary pension consulting services at a maximum of $300 per hour; negotiable based on engagement complexity.
Annual retainer financial planning engagements with automatic renewal unless terminated by client.
Main office
1050 Northpark Drive, Suite D
Ridgeland MS 39157
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kelly A
CFP®, Series 63, Series 66
Ridgeland, MS
Easley Investment Consultants, Inc.
Kelly Adams is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Easley Investment Consultants, Inc. since 2020 and held prior roles at Wells Fargo Advisors and Wealthview Capital, LLC. Outside of her advisory work, Adams serves as treasurer for both St. Phillips Episcopal Church and the Jackson Yacht Club, where she compiles and presents budgets. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. The firm offers customized fiduciary investment advice through discretionary portfolio management and uses a wrap fee program that integrates advisory, trade execution, and custody services.
Carl E
CFP®, Series 63, Series 65
Ridgeland, MS
Easley Investment Consultants, Inc.
Carl Easley is a CFP® with 28 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC for 11 years. He is a member of the investment committee for the Women's Foundation of Mississippi. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. The firm offers customized, fiduciary investment advice with a focus on diversified portfolios, combining fundamental and technical analysis, and operates its own wrap fee program for portfolio management.
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