Jeffrey Widdup
Milinovich & Company · Waynesburg, Pennsylvania
Jeffrey Widdup is a fee-only financial advisor at Milinovich & Company in Waynesburg, Pennsylvania. Jeffrey charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Milinovich & Company |
|---|---|
| Based in | Waynesburg, Pennsylvania |
| Fee model | Ongoing planning fee |
| Assets under management | $106.2M across 418 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2925573 |
| Exams passed | Series 66 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | milinovichria.com |
How Jeffrey's firm compares
- Milinovich & Company's average account is about $254,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Jeffrey
Is Jeffrey Widdup a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Milinovich & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges an ongoing planning fee.
Where is Jeffrey Widdup based?
Jeffrey Widdup is based in Waynesburg, Pennsylvania.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning and tax planning.
Is Jeffrey Widdup registered with the SEC?
Yes. Jeffrey Widdup is registered as an investment adviser representative in PA (CRD 2925573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milinovich & Company manage?
Milinovich & Company reports $106.2M across 418 accounts in assets under management.
How do I contact Jeffrey Widdup?
Through Jeffrey's website, milinovichria.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
- Milinovich & Company 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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