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CFP

Charles Millington

Millington Financial Advisors, LLC
41 Years of Experience
Naperville, IL
View SEC Summary
View SEC Summary

Charles Millington is a CFP-designated registered investment advisor at Millington Financial Advisors, LLC, based in Naperville, IL, with 41 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 187 clients with $290M in assets under management.

Millington Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
187 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$291.4M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 Shuman Blvd, Suite 1050, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is the President of Millington & Co., dedicating nearly full-time hours to this role, with a significant portion during trading hours. He is also the Manager of Millington Financial Advisors, LLC, spending about 10-20% of his time providing financial planning services.

Employment History
Current Registrations
Millington Financial Advisors, LLC
February 2011 - Present · 15 yrs 8 mos
Previous Registrations
Millington Securities, INC.Broker
February 2014 - April 2014 · 2 mos
Millington Investments, LLCBroker
October 2013 - August 2024 · 10 yrs 10 mos
Millington Securities, INC.Broker
October 2008 - February 2014 · 5 yrs 4 mos
Macgregor Global Investments, LLCBroker
June 2007 - February 2019 · 11 yrs 8 mos
Claymore Securities, INC.Broker
January 2007 - July 2007 · 6 mos
Claymore Securities, INC.Broker
August 2002 - July 2005 · 2 yrs 11 mos
North Star Investment Services, INC.Broker
July 2001 - October 2003 · 2 yrs 3 mos
Griffin, Kubik, Stephens & Thompson, INC.Broker
November 1999 - January 2000 · 2 mos
American Capital Contractual Services, INC.Broker
March 1995 - November 1997 · 2 yrs 8 mos
Advantage Capital CorporationBroker
March 1995 - February 1996 · 11 mos
Van Kampen Funds INC.Broker
March 1982 - November 1999 · 17 yrs 8 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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