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Milinovich & Co., Inc.

Updated today

Client assets under management

$98,621,471

Clients

301

10% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

100

High

Average account size

$327,646

About

Milinovich & Co., Inc. is a fee-only registered investment adviser that provides investment advisory and financial planning services to individuals, families, businesses, trusts, estates, charitable organizations and qualified retirement plans. The firm manages client assets in IRAs and brokerage accounts, primarily using mutual funds, exchange-traded funds (ETFs), certificates of deposit and bonds.

The firm develops an investor profile for each client and emphasizes diversified asset allocation and long-term investment horizons, making recommendations based on objectives, risk tolerance and time horizon. Milinovich uses tools such as Morningstar Advisor Workstation and Charles Schwab’s institutional platform, monitors portfolios on an ongoing basis, and generally implements strategies discretely under discretionary authority, using passive fixed-income approaches for preservation and active fund strategies for growth.

Milinovich is notable for its client servicing model: two advisors oversee about 425 clients (more than 200 clients per advisor), a client-to-advisor ratio that is high for firms of this size, and the firm follows stated procedures to deduct advisory fees directly from custodial accounts while expressly leaving proxy voting to clients. Effective December 31, 2025, Joshuah A. Dains became the firm’s 100% shareholder and Chief Compliance Officer; he holds CFP and CMA credentials and is active in several local nonprofit organizations.

Client services

Financial planning Portfolio management

Expertise

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

Main office location

Milinovich & Co., Inc.

101 N. Woodland Ave

Waynesburg PA 15370, United States

Number of offices

1

Most active in

Florida · North Carolina · Pennsylvania · West Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

Michael M

Series 65

Waynesburg, PA

Milinovich & Co., Inc.

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.

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