Jon Milliken
Jon Milliken is a registered investment advisor at Plan Simple Financial Partners, LLC, based in New Orleans, LA, with 14 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 37 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
138 N. Cortez, Suite B, New Orleans, LA, 70119
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2012Other Business ActivitiesSells Insurance
Jon is a licensed independent insurance agent selling fixed insurance products, including life settlements, and advises on life, disability, and health plans. He also works with group retirement plans and provides business exit planning consulting, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Plan Simple Financial Partners, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.