Milborn Advisors, LTD fees and pricing
Financial planner in Milwaukee, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 8, 2026, Milborn Advisors, LTD charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“The fixed rate for creating client financial plans is between $1,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milborn Advisors, LTD bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of MA's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of MA’s fees, within five business days of signing the Financial Planning Agreement.”
How Milborn Advisors, LTD’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Wisconsin median of $3,000. 66% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Milwaukee that publish a flat or project fee charge less.
About Milborn Advisors, LTD
- Firm size: 2 employees.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 178
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $107,692,612
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291305
- Phone
- (414) 585-0070
Can advise clients in 4 states: Illinois, Minnesota, Texas, Wisconsin
Other planners in Milwaukee that publish fees
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
- Allison & Company Financial Counselors, LLCMilwaukee$375-$500/hr
- Dream Bigger Financial, LLCMilwaukee$299, $100-$700/mo
- Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000-$4,000
- Korbitz Financial Planning LLCMilwaukee$460/hr
- Prepared Financial PlanningMilwaukee$400/hr, $2,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.