Firm
Mills Financial Group
Browns Valley, California
Fee-only
Mills Financial Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $12,000 (assets it manages divided by its 12 accounts).
- Its hourly rate of $50 is below the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Browns Valley, California |
|---|---|
| Website | millsfinancegroup.com |
| Phone | (530) 755-6345 |
Mills Financial Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $50 |
|---|---|
| Hourly | $50 an hour |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"$50 per hour - only billed for hours meeting with advisor, in person or virtual." source
"$50 Minimum Fee per new contract. 1 hour charged per $500k in assets being advised. Maximum charged 3 hours." source
"$50 per hour - only billed for hours meeting with advisor, in person or virtual." source
"$50 Minimum Fee per new contract. 1 hour charged per $500k in assets being advised. Maximum charged 3 hours." source
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 · Subscription |
|---|---|
| Assets managed | $0 million |
| Individual clients | 8 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 4, 2026 |
| SEC record | CRD 317444 |