Milan Pualic
Monterra Advisors · Orlando, Florida
Milan Pualic is a fee-only financial advisor at Monterra Advisors in Orlando, Florida, who holds the CFA credential. Monterra Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Monterra Advisors |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $3.7M across 4 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 8140858 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.monterra-advisors.com |
| Profile |
How Milan's firm compares
- Monterra Advisors's average account is about $933,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Milan
Is Milan Pualic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Milan holds no broker registration, and Monterra Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Milan charge for financial advice?
Milan's firm, Monterra Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Milan Pualic based?
Milan Pualic is based in Orlando, Florida.
What credentials does Milan Pualic hold?
Milan Pualic holds the CFA credential.
Is Milan Pualic registered with the SEC?
Yes. Milan Pualic is registered as an investment adviser representative in FL (CRD 8140858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monterra Advisors manage?
Monterra Advisors reports $3.7M across 4 accounts in assets under management.
How do I contact Milan Pualic?
Through Milan's website, www.monterra-advisors.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
- Monterra Advisors 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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