Resolute Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$357,140,828
Clients
279
Advisors
6
across 2 offices
About
Resolute Wealth Strategies serves individuals (including high‑net‑worth clients), families and a range of entities such as family offices, trusts, estates, private foundations and qualified retirement plans, providing comprehensive financial planning, discretionary and non‑discretionary investment management, and retirement plan advisory services. The firm also offers standalone financial planning and consulting engagements and conducts periodic reviews tailored to client needs.
RWS’s investment process begins with detailed client fact‑finding—financial condition, tax situation, liquidity, risk profile and goals—and uses that information to build customized asset allocations and strategies, generally emphasizing long‑term management while permitting shorter‑term trades when warranted. The firm employs both fundamental and technical analysis and typically uses equities and ETFs as core holdings but may include mutual funds, corporate bonds, REITs, variable annuities, private/alternative investments and structured products depending on client objectives; RWS also notes its fiduciary role when advising retirement accounts.
A distinctive aspect of the brochure is that RWS’s financial planning explicitly includes insurance needs and analysis and it lists variable annuities among the products it may utilize, reflecting involvement with insurance‑related products that is less common among similar team advisers. The firm also discloses receipt of custodial platform support—up to $75,000 for start‑up/transition expenses and up to $85,000 in potential account‑termination reimbursements from its primary custodian—which the brochure notes could create a potential conflict of interest.
Client services
Expertise
Fee options
Financial planning fees charged as one-time fixed fees ranging from $1,000 to $15,000
$0 - $500,000: 1.1% $500,000 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.85% $2,000,000+: 0.75%
Minimum fee: Financial planning fixed fees ranging from $1,000 to $15,000, one-time fee Fee-only: Financial planning fixed fees ranging from $1,000 to $15,000, one-time fee
Main office
See office4400 Old Canton Road, Ste 210
Jackson MS 39211
Advisors at this office
4
Offices (2)
Most active in
Alabama · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Louisiana · Maine · Mississippi · North Carolina · Ohio · Tennessee · Texas
Also doing business as
Dcs Investment Advisory Services, LLC · Resolute Wealth Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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