# Dana Gower

> Dana Gower is a fee-only financial advisor at Millennium Planning Group in Cary, North Carolina. Dana charges a percentage of assets, hourly fees and an ongoing planning fee (ongoing planning from $2,499.96 a year and $500 an hour).

Page: https://find.wellspent.co/advisors/dana-gower/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Millennium Planning Group
- **Based in:** Cary, North Carolina
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,499.96 a year; $500 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $34.2M across 170 accounts
- **Works with:** Retirees
- **CRD:** 3270042 (https://adviserinfo.sec.gov/individual/summary/3270042)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2023), Series 66 (1999)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.mpgplan.com/

## Frequently asked questions

### Is Dana Gower a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Millennium Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dana charge for financial advice?

Dana charges a percentage of assets, hourly fees and an ongoing planning fee.

### How much does Dana charge?

According to Millennium Planning Group's website, checked October 30, 2026: ongoing planning from $2,499.96 a year; $500 an hour; 1% a year on the first tier of assets managed.

### Where is Dana Gower based?

Dana Gower is based in Cary, North Carolina.

### Is Dana Gower registered with the SEC?

Yes. Dana Gower is registered as an investment adviser representative in NC (CRD 3270042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Millennium Planning Group manage?

Millennium Planning Group reports $34.2M across 170 accounts in assets under management.

### How do I contact Dana Gower?

Through Dana's website, www.mpgplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3270042): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mpgplan.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.