Millennial Financial Planning

Overview

Millennial Financial Planning is a small, owner-operated limited liability advisory firm that focuses on fee-based financial planning and portfolio management for individuals and small businesses. The firm also offers selection of other advisers when clients need access to specialized managers. Its compensation is a mix of percentage-of-assets-under-management and fixed fees, and the firm is set up to act as a capital allocator for client portfolios. Investment activity is concentrated in publicly available pooled vehicles rather than direct stock picking or bespoke alternative structures. Millennial Financial Planning is not reported as an active ESG investor and does not list multi-state advisory operations. The firm’s structure and reported activity are consistent with a lean advisory practice that relies on third-party mutual funds for core exposures and uses custodial platform services to implement client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices