Andy Millard
Andy Millard Advisory · Columbus, North Carolina
Andy Millard is a fee-only financial advisor at Andy Millard Advisory in Columbus, North Carolina, who holds the CFP credential. Andy Millard Advisory reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Andy Millard Advisory |
|---|---|
| Based in | Columbus, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $19.8M across 68 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC · CRD 2477172 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Andy's firm compares
- Andy Millard Advisory's average account is about $292,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Andy
Is Andy Millard a fee-only financial advisor?
Yes. Andy Millard is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.
How does Andy charge for financial advice?
Andy's firm, Andy Millard Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Andy Millard based?
Andy Millard is based in Columbus, North Carolina.
What credentials does Andy Millard hold?
Andy Millard holds the CFP credential.
Is Andy Millard registered with the SEC?
Yes. Andy Millard is registered as an investment adviser representative in NC and SC (CRD 2477172), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Andy Millard Advisory manage?
Andy Millard Advisory reports $19.8M across 68 accounts in assets under management.
How do I contact Andy Millard?
Contact details aren't on file yet. Search for Andy Millard Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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