Mills Financial Services LLC fees and pricing
Financial planner in Tehachapi, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 23, 2026, Mills Financial Services LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Planning engagements are assessed fixed fees of $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mills Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships.”
- “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
- “Advisory fees for partial periods will be prorated based on the remaining days in the reporting period in which our firm services the account.”
How Mills Financial Services LLC’s fees compare
- Its flat or project fee of $1,000 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
About Mills Financial Services LLC
“We provide periodic educational workshops involving a broad range of planning and investing topics, and we are available to assist retirement plan sponsors.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 56
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 295175
- Phone
- (661) 238-0996
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.