Michael Whitman
Millennium Planning Group · Pittsboro, North Carolina
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).
Request an introduction to Michael →
Who they serve
- Retirees
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 | $34.2M across 170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5738461 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mpgplan.com |
| Profile |
How Michael'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).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
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.
See something wrong? Request a correction. Read our methodology.