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
Industry experience
3 years
Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience as a CPA, including roles at Stephens & Nashland CPAs and his own CPA practice. Outside of advising, he is president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping services for small businesses. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages portfolios using a variety of analysis methods and trading strategies, often on a discretionary basis, and incorporates third-party managers through an institutional platform.
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
2022 - Present (4 years)
Old House Bookkeeping & Tax, LLC
2019 - Present (7 years)
Matt Rubush, CPA
2018 - 2022 (4 years)
Stephens & Nashland CPAs
2017 - 2018 (1 year)
Michelle Sosnowski CPA
2017 - 2017 (1 year)
Wake Tech
2015 - 2017 (2 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.
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