PlannerFees

McMill CPA and Advisors fees

Financial planner in Norfolk, Nebraska. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, McMill CPA and Advisors (Norfolk, NE) charges up to $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.

Hourly rate
Up to $250/hr

Capped at $250, at or below the Nebraska median of $250.

“For financial planning services that are subject to additional fees, hourly fees will be charged at a rate of up to $250 per hour and the specific rates and estimated time to complete the requested financial planning services will be discussed before such charges are incurred.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
50 employees

How McMill CPA and Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “At the firm’s option, fees may be billed annually for small accounts.”
  • “On a quarterly basis we provide you with an invoice showing all fees charged to your account.”
  • “You will receive a refund of any fees paid but not yet earned through the effective date of termination unless your pro-rata refund would be less than $50.”

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients
5,574
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
Assets managed
$862 million
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported on Form ADV as of March 27, 2026
CRD number
129015 (opens in new tab)
Website
myretirementfiduciary.com (opens in new tab)
Phone
(402) 371-1160

Registered or notice filed in 18 states: Arizona, California, Colorado, Georgia, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, South Dakota, Tennessee, Texas, Virginia, Washington

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