Michael Whitman is a CFP-designated registered investment advisor at Millennium Planning Group, LLC, based in Pittsboro, NC, with 16 years of industry experience. Michael 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 141 clients with $20M 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 $1.0M | 1.00% |
| $1M+ | 0.35% |
Fees are negotiable. MPG also charges 0.5% annually for 401(k) Retirement Plan Services and 1.00% annually for Portfolio Management for Annuity and Insurance Contracts.
Fee Estimator
Location
120 Mosaic Blvd., Suite 200-7, Pittsboro, NC, 27312
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael provides tech consulting services for financial advisors. This activity is not investment-related.
Employment History
Current Registrations
Millennium Planning Group, LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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.