Teresa Milner
17 Capital Partners · Phoenix, Arizona
Teresa Milner is a fee-only financial advisor at 17 Capital Partners in Phoenix, Arizona. 17 Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | 17 Capital Partners |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $246.4M across 416 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5599444 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.jennabiancavilla.com |
How Teresa's firm compares
- 17 Capital Partners's average account is about $592,000, from its Form ADV (assets managed divided by 416 accounts).
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Questions about Teresa
Is Teresa Milner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and 17 Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Teresa charge for financial advice?
Teresa's firm, 17 Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Teresa Milner based?
Teresa Milner is based in Phoenix, Arizona.
Is Teresa Milner registered with the SEC?
Yes. Teresa Milner is registered as an investment adviser representative in AZ (CRD 5599444), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 17 Capital Partners manage?
17 Capital Partners reports $246.4M across 416 accounts in assets under management.
How do I contact Teresa Milner?
Through Teresa's website, www.jennabiancavilla.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.
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