Advisor at Millennium Planning Group, LLC
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Firm
Millennium Planning Group, LLC
Location
Pittsboro, NC 27312
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.
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 Insurance, LLC
2023 - 2025 (2 years)
Millennium Planning Group, LLC
2022 - Present (4 years)
Michael Whitman
2014 - Present (12 years)
Lincoln Financial Securities
2014 - 2022 (8 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
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Series 63, Series 65
Durham, NC
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CFP®, Series 66
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Newcomb Financial Advisors, LLC
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