Richard Milton
103 Advisory Group · Chicago, Illinois
Richard Milton is a fee-only financial advisor at 103 Advisory Group in Chicago, Illinois, who holds the CFA credential. 103 Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Richard →
Facts
| Firm | 103 Advisory Group |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $257.2M across 89 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 2632784 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.103advisory.com |
| Profile |
How Richard's firm compares
- 103 Advisory Group's average account is about $2.9 million, from its Form ADV (assets managed divided by 89 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard 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 Richard
Is Richard Milton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and 103 Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, 103 Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Milton based?
Richard Milton is based in Chicago, Illinois.
What credentials does Richard Milton hold?
Richard Milton holds the CFA credential.
Is Richard Milton registered with the SEC?
Yes. Richard Milton is registered as an investment adviser representative in IL and TX (CRD 2632784), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 103 Advisory Group manage?
103 Advisory Group reports $257.2M across 89 accounts in assets under management.
How do I contact Richard Milton?
Through Richard's website, www.103advisory.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
- 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.