Mills Financial Group fees and pricing
Financial planner in Browns Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Mills Financial Group charges $50 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50/hr
“For any other type of financial planning services or projects, clients may request Mills Financial Group services at the rate of $50 per hour, with a minimum charge of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mills Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable, are pro-rated, and must be paid in advance on a quarterly basis, based on the average balance over the previous 6 months.”
- “Client fees will be invoiced to the clients each quarter as incurred, requesting payment for the upcoming quarter 30 days in advance, with 30-day terms.”
- “Clients also have the option to pay fees via credit card, check, multiple payment apps, etc.”
How Mills Financial Group’s fees compare
- Its hourly rate of $50 is below the California median of $300. None of the 932 other California planners that publish an hourly rate charge less.
About Mills Financial Group
- Principal: Preston Mills
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $146,396
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317444
- Phone
- (530) 755-6345
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.