Drew Ashland
Milborn Advisors · Milwaukee, Wisconsin
Drew Ashland is a fee-only financial advisor at Milborn Advisors in Milwaukee, Wisconsin. Drew focuses on retirement planning and small business owners. Milborn Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Milborn Advisors |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $107.7M across 659 accounts |
| SEC registration | Investment adviser representative in IL, MN, TX, WI · CRD 6026614 |
| Exams passed | Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.milbornadvisors.com |
| Profile |
How Drew's firm compares
- Milborn Advisors's average account is about $163,000, from its Form ADV (assets managed divided by 659 accounts).
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Questions about Drew
Is Drew Ashland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Milborn Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew's firm, Milborn Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Drew Ashland based?
Drew Ashland is based in Milwaukee, Wisconsin.
What does Drew specialize in?
Drew's specialties include retirement planning and small business owners. Drew works with retirees.
Is Drew Ashland registered with the SEC?
Yes. Drew Ashland is registered as an investment adviser representative in IL, MN, TX and WI (CRD 6026614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milborn Advisors manage?
Milborn Advisors reports $107.7M across 659 accounts in assets under management.
How do I contact Drew Ashland?
Through Drew's website, www.milbornadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Milborn Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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