Firm
Millennium Portfolio Advisors
Englewood, Colorado
Fee-only
Millennium Portfolio Advisors at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 161 individual clients.
- Its average account is about $250,000 (assets it manages divided by its 182 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Englewood, Colorado |
|---|---|
| Website | millenniumportfolioadvisors.com |
| Phone | (720) 253-4524 |
Millennium Portfolio Advisors fees
Millennium Portfolio Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $45 million |
| Individual clients | 161 |
| Accounts managed | 182 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 137124 |