New Millennium Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The hourly rate used for this purpose is $150/hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Financial Planning fees are fixed fees only and range from $1,000 to $10,000.”

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

How New Millennium Group bills

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

• “The Advisory Fee will be calculated and paid to the Advisor each calendar month in arrears based on the average daily value of the Portfolio during the calendar month (calculated based on the Portfolio’s value at the end of each day).”
• “At our discretion, you may pay the advisory fees directly to our Firm by check.”
• “The management fee will be pro-rated to the date of termination, for the day in which the cancellation notice was given and the earned fee billed to your account as indicated in your Agreement.”

How New Millennium Group’s fees compare

• Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
• None of the 2 other planners in Sandy that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Utah median of $2,050. 75% of the 63 other Utah planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Sandy that publish a flat or project fee charge less.

About New Millennium Group

• Firm size: 18 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

881

Employees

18

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$257,019,092

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299249

Website

twitter.com/NewMillenniumUt (opens in new tab)

Phone

(801) 446-9950

Can advise clients in 10 states: Arizona, California, Colorado, Idaho, Missouri, Nevada, Texas, Utah, Washington, Wyoming

Other planners in Sandy that publish fees

• Crockett Wealth Management, Inc.Sandy$150/hr
• Harvest Lane Investment Partners, LLC.Sandy$275/hr
• Lanning Financial Inc.Sandy$500, $500/yr
• RFK Capital ManagementSandy$4,500

Compare all 10 planners in Sandy