Millennium Portfolio Advisors fees
Financial planner in Arlington, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Millennium Portfolio Advisors (Arlington, TX) charges up to $185 an hour for financial planning.
- Website: millenniumportfolioadvisors.com (opens in new tab)
- Call (720) 253-4524
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- Up to $185/hr
Capped at $185, at or below the Texas median of $250.
“When specifically requested by the client to perform tasks that are not related to investment advisory services, the client may be charged an hourly rate of up to $185 for performing those specific tasks.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2005 (21 years)
How Millennium Portfolio Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are nearly always withdrawn directly from client accounts, in advance, on a quarterly basis.”
- “Client authorization will be obtained prior to initiating any ACH entries.”
- “If the Advisory contract is terminated prior to the end of billing period, the client with a written request, will receive a full refund of any unearned Advisory fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 161
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $45.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 137124 (opens in new tab)
- Phone
- (720) 253-4524
Other planners in Arlington that publish fees
- Homan Financial Services LLCArlingtonFlat $750-$2,500, Monthly up to $1,000/mo
More planners in Texas that publish fees
- III Financial, LLCCedar ParkAnnual from $6,000/yr
- Cooksen Wealth, LLCThe WoodlandsFlat $2,500-$5,000
- Gap Financial ServicesAustinFlat $3,000-$10,000, Monthly $150-$500/mo
- Quoinage Capital LLCAustinHourly $150-$300/hr, Annual $15,000-$45,000/yr
- First Move Financial, LLCThe WoodlandsFlat up to $5,000
- Avenue Retirement ServicesProsperAnnual $2,000-$50,000/yr
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.