# Michael Whitman

> Michael Whitman is a fee-only financial advisor at Millennium Planning Group in Pittsboro, North Carolina, who holds the CFP credential. Michael 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/michael-whitman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Millennium Planning Group
- **Based in:** Pittsboro, 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
- **Credentials:** CFP
- **Works with:** Retirees
- **CRD:** 5738461 (https://adviserinfo.sec.gov/individual/summary/5738461)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2010), Series 65 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.mpgplan.com/

## Frequently asked questions

### Is Michael Whitman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

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

### How much does Michael 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 Michael Whitman based?

Michael Whitman is based in Pittsboro, North Carolina.

### What credentials does Michael Whitman hold?

Michael Whitman holds the CFP credential.

### Is Michael Whitman registered with the SEC?

Yes. Michael Whitman is registered as an investment adviser representative in NC (CRD 5738461), 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 Michael Whitman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5738461): 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.