Firm
Milinovich & Company
Waynesburg, Pennsylvania
Fee-only
Milinovich & Company at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 301 individual clients, 30 of them high net worth.
- Its average account is about $254,000 (assets it manages divided by its 418 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Waynesburg, Pennsylvania |
|---|---|
| Website | milinovichria.com |
| [email protected] | |
| Phone | (724) 852-1500 |
Milinovich & Company fees
Milinovich & Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $106 million |
| Individual clients | 271 |
| High-net-worth clients | 30 |
| Accounts managed | 418 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 122894 |