MILLENNIUM PLANNING GROUP, LLC

Overview

Millennium Planning Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, combining financial planning and portfolio management with educational workshops. Core services listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and client-facing seminars. Its fee schedule is mixed: percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and one-off planning work. The firm is not identified as an active ESG investor, does not position itself as a multi-state adviser, and does not act as a capital allocator to direct alternative investments. An industry affiliation with accounting professionals is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives