Millennial Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$50⁠-⁠$500/mo

“We charge a recurring fixed fee of $50 - $500 per month, paid in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Millennial Financial Planning bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Monthly fees are prorated for the initial and termination period.”
• “The fee is based on a percentage of assets under management and is negotiable.”

About Millennial Financial Planning

• Principal: Bryan Byrer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Business owners

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$256,233

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338075

Website

millennialfp.com (opens in new tab)

Phone

(317) 731-2348

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