Joshuah Dains
Milinovich & Company · Clarksville, Pennsylvania
Joshuah Dains is a fee-only financial advisor at Milinovich & Company in Clarksville, Pennsylvania, who holds the CFP credential. Joshuah 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 | Clarksville, Pennsylvania |
| Fee model | Ongoing planning fee |
| Assets under management | $106.2M across 418 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, PA, WV · CRD 7478951 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | milinovichria.com |
How Joshuah'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 Joshuah
Is Joshuah Dains a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshuah 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 Joshuah charge for financial advice?
Joshuah charges an ongoing planning fee.
Where is Joshuah Dains based?
Joshuah Dains is based in Clarksville, Pennsylvania.
What does Joshuah specialize in?
Joshuah's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Joshuah Dains hold?
Joshuah Dains holds the CFP credential.
Is Joshuah Dains registered with the SEC?
Yes. Joshuah Dains is registered as an investment adviser representative in FL, NC, PA and WV (CRD 7478951), 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 Joshuah Dains?
Through Joshuah'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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