Advisor at Millennium Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Millennium Planning Group, LLC
Location
Pittsboro, NC 27312
Credentials
Series 65, Series 66
Industry experience
21 years
Dana Gower is a financial advisor with Millennium Planning Group, LLC, holding Series 65 and Series 66 credentials and over 21 years of industry experience. Prior to joining Millennium Planning Group in 2023, he has spent significant time as a self-employed consultant and has worked with Chariot HR Consultants and Olympia Advisors. In addition to his advisory role, Gower provides non-investment counsel, education, and speaking engagements on topics such as careers, ethics, digital assets, and AI, and is an author of published works including *Careering* and *Boomernomics*. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages portfolios using a variety of analytical methods and trading strategies, employs third-party managers, and provides coordinated tax and accounting advice through an affiliated bookkeeping and tax practice.
Based on Millennium Planning Group, LLC
Based on Millennium Planning Group, LLC
Fixed fees for financial plans between $2,400 and $10,000 annually, paid monthly, quarterly, semi-annually or annually.
$1 - $1,000,000: 1.00% $1,000,001+: 0.35%
$500 per hour, negotiable.
120 Mosaic Blvd., Suite 200 7
Pittsboro, NC 27312
North Carolina
Millennium Planning Group, LLC
2023 - Present (3 years)
Self-Employed
2021 - Present (5 years)
Self-Employment
2020 - 2021 (1 year)
Self-Employed
2013 - Present (13 years)
Self-Employed
2013 - 2020 (7 years)
Chariot HR Consultants, LLC
2012 - Present (14 years)
Chariot Advisors/Olympia Advisors
2009 - 2020 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Chapel Hill, NC
J. Pierre Masse
CFP®, Series 66
Chapel Hill, NC
Cardinal Wealth Partners, LLC
Series 63, Series 65
Chapel Hill, NC
Spectrum Advisers, LLC
CFP®, Series 65
Chapel Hill, NC
Maze Financial Planning
Series 63, Series 65
Durham, NC
Brooks Financial of North Carolina, LLC
CFP®, Series 66
Chapel Hill, NC
Newcomb Financial Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")