Matthew Rubush
Millennium Planning Group · Cary, North Carolina
Matthew Rubush is a fee-only financial advisor at Millennium Planning Group in Cary, North Carolina. Matthew charges a percentage of assets, hourly fees and an ongoing planning fee (ongoing planning from $2,499.96 a year and $500 an hour).
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Who they serve
- Retirees
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 | $34.2M across 170 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7635632 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mpgplan.com |
How Matthew's firm compares
- Ongoing planning starts at $2,500 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- The hourly rate is $500, above the North Carolina median of $250 for fee-only firms that publish prices.
- Millennium Planning Group's average account is about $201,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Matthew
Is Matthew Rubush a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Matthew 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 Matthew Rubush based?
Matthew Rubush is based in Cary, North Carolina.
Is Matthew Rubush registered with the SEC?
Yes. Matthew Rubush is registered as an investment adviser representative in NC (CRD 7635632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennium Planning Group manage?
Millennium Planning Group reports $34.2M across 170 accounts in assets under management.
How do I contact Matthew Rubush?
Through Matthew's website, www.mpgplan.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
- Millennium Planning Group 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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