Advisor at Macmillan Financial 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
Macmillan Financial LLC
Location
Annandale, NJ
Credentials
Series 63, Series 65
Industry experience
20 years
John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.
Based on Macmillan Financial LLC
0.5% to 2% annually, depending on size and complexity
Up to $200 per hour, depending on complexity
Annandale, NJ
New Jersey
Macmillan Agencies
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
CFA®
Far Hills, NJ
Manley Capital Management, LLC
Series 63, Series 65
Long Valley, NJ
ABC Wealth Inc
CFP®, Series 63
Bloomsbury, NJ
RLS Financial Services
CFP®
Flemington, NJ
Rand Financial Planning, LLC
Series 63, Series 65
Bedminster, NJ
Charter Advisory Group
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")