Millennium Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,231,553
Total clients
105
8% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$326,015
About
Millennium Planning Group, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and business entities, managing roughly $34 million in client assets through a small advisory team. Services include ongoing portfolio management (including discretionary authority), financial planning, 401(k) consulting for retirement plans, and selection/oversight of third‑party managers via an institutional platform.
The firm documents client objectives and risk tolerances in Investment Policy Statements and applies a mix of analytical approaches—fundamental, quantitative, technical, and modern portfolio theory—when constructing and monitoring portfolios. Reviews are performed at least annually, and the adviser may allocate client assets to independent managers or investment platforms while maintaining oversight and seeking equitable allocation across clients.
Distinctive features include an affiliation with an accounting/bookkeeping practice, which the firm discloses and may use for client referrals while noting clients are not required to accept those services. Millennium also offers periodic educational seminars and workshops free to clients and the public, and it explicitly provides portfolio management for assets held inside variable annuity and other insurance contract subaccounts, a service set out separately from its traditional custodial advisory offerings.
Client services
Expertise
Occupation focus
Fee options
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.
Main office location
Millennium Planning Group, LLC
120 Mosaic Blvd., Suite 200 7
Pittsboro NC 27312, United States
Number of offices
2
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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