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Michael Milinovich

Advisor at Milinovich & Co., Inc.

Updated today

Location

Waynesburg, PA 15370

Credentials

Series 65

Industry experience

11 years

About

Michael Milinovich is a financial advisor with Milinovich & Co., Inc. in Waynesburg, PA, holding a Series 65 credential and 11 years of industry experience. He has been with Milinovich & Co., Inc. since 2015. Outside of his advisory role, he serves as a finance committee member for the Community Foundation of Greene County and volunteers on the Parents Advisory Council for Blueprints, a community action organization. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.

Client services

Based on Milinovich & Co., Inc.

Financial planning Portfolio management

Expertise

Based on Milinovich & Co., Inc.

General retirement planning Income planning Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $99,999: 1.00% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%

Project-based

$175 per hour for investment advisor services

Other

Minimum fee: Minimum quarterly fee of $150 (negotiable) Fee-only: Fee-only financial advisory firm with fees based on AUM and hourly consulting fees

Location

101 N. Woodland Ave

Waynesburg, PA 15370

Most active in

Florida · North Carolina · Pennsylvania · West Virginia

Work history

Milinovich & Co Inc RIA

2019 - Present (7 years)

Milinovich & Co Inc

2015 - 2018 (3 years)

Milinovich & Co., Inc.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey W

Series 66

Waynesburg, PA

Milinovich & Co., Inc.

Jeffrey Widdup is a financial advisor with Milinovich & Co., Inc., holding a Series 66 designation and over 23 years of industry experience. He has worked at Milinovich & Co., Inc. since 2010 and also serves as Vice-President and Assistant Treasurer/Loan Officer at First Federal Savings & Loan of Greene County. Additionally, he is an adjunct faculty member at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.

General retirement planning Income planning Passive / index investing Active portfolio management
user avatar

Joshuah D

Series 65

Waynesburg, PA

Milinovich & Co., Inc.

Joshuah Dains is a financial advisor at Milinovich & Co., Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Milinovich & Co. since 2020. Prior to this, he held positions at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.

General retirement planning Income planning Passive / index investing Active portfolio management
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Shelby S

Series 63, Series 65

Waynesburg, PA

LPL Financial

Shelby Stilwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2021, Shelby worked at Cory Grandel and Waddell & Reed, Inc., among other roles in the insurance and financial sectors. Outside of advisory work, Shelby has experience as a financial analyst under a DBA associated with LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment delivery options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Molly G

Series 65

Waynesburg, PA

LPL Financial

Molly Grandel is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and has previously worked at Waddell & Reed and held roles in education and model management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Thomas F

ChFC®, Series 63, Series 66

Waynesburg, PA

Edward Jones

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