Millennial Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 338075
- Website
- www.millennialfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.45%
- HNWI39.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Millennial Financial Planning is an Indiana-based limited liability company that provides fee-based planning and portfolio management to individuals and small businesses. The firm’s services include financial planning, discretionary portfolio management, and the selection of other advisers on behalf of clients. Ownership is individual, and the business operates as a capital allocator, charging clients by percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser in its filings. Activities focus on straightforward advisory relationships rather than institutional pension consulting or related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities13%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations