MILLSTONE FINANCIAL GROUP

RIASEC RegisteredEst. 2026

Total AUM

$104M

Discretionary

$101M

97% of AUM

Avg account

$216K

Accounts

483

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 297882
Registered since: March 20, 2026
Website: millstonefinancial.net
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.3%
Individuals48.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Millstone Financial Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (2026) and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, advisor selection services, and educational workshops. It also operates as an insurance broker. Millstone identifies itself as a capital allocator, meaning it places client capital with third-party managers in addition to managing in-house solutions. The firm charges based on a percentage of assets under management and also uses hourly and fixed-fee billing options. It reports that it is not an active ESG investor and is not registered as a multi-state adviser.