Fee-only adviser · Rockville, MD
Millennium Financial Services LLP
Millennium Financial Services LLP is a fee-only investment adviser registered with the securities regulator of Maryland, with its main office in Rockville, Maryland. On its latest Form ADV, filed February 20, 2024, it reports $22M in regulatory assets under management, 42 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Maryland |
|---|---|
| Firm CRD number | 118082 |
| Office | 932 Hungerford Drive Suite 27A Rockville, MD 20850 |
| Phone | (301) 569-0965 |
| Website | Not listed |
| Regulatory assets under management | $22M |
| Individual clients | 34 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 20, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Rockville
- Fsa Wealth Partners $820M
- Kendall Capital Management $744M
- Quantum Financial Advisors Inc $558M
- Schaeffer Financial LLC $258M
- RMG Advisors $200M
- Ferguson-Johnson Wealth Management, Inc. $316M
See all 15 fee-only advisers in Rockville →
Nearby
- Gaithersburg 5 firms
- North Bethesda 4 firms
- Derwood 1 firm
- Potomac 1 firm
- Olney 1 firm
- Bethesda 35 firms
- Cabin John 1 firm
- Great Falls 2 firms
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