Milinovich & Co., Inc fees and pricing
Financial planner in Waynesburg, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, Milinovich & Co., Inc charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In certain circumstances, we may charge a rate of $300/hour for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milinovich & Co., Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This annual fee shall be paid quarterly, in advance, which is based upon the market value of the assets under management on the last business day of the previous quarter.”
- “Should a client remove their accounts from Milinovich’s management, they will receive a prorated fee for that quarter.”
- “This fee is negotiable if it appears the amount of assets under management will increase in the future to more than the minimum quarterly fee.”
How Milinovich & Co., Inc’s fees compare
- Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Milinovich & Co., Inc
“Milinovich & Co., Inc., RIA, focuses on providing its clients with a range of investment advisory and financial planning services that include developing an accurate profile for each client and making recommendations based on client needs, risk profiles, and financial objectives.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 301
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $106,169,397
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122894
- Phone
- (724) 852-1500
Can advise clients in 4 states: Florida, North Carolina, Pennsylvania, West Virginia
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.