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MILLENNIAL FINANCIAL PLANNING LLC

Advisory

IN

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$51K
across 5 accounts
AUM per adviser
$256K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$256K
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$256K
Discretionary AUM$256K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

ARGUS EFFICIENT CAPITAL, LLC
$223K
SCOTT WAYNE CLAMPITT
$213K
TRUEDGE ASSET MANAGEMENT LLC
INDIANAPOLIS, IN
$306K
+9.1% 1Y
FNEX ADVISOR, LLC
INDIANAPOLIS, IN
$125K
ROBOVISE, LLC
INDIANAPOLIS, IN
$118K
+51.0% 1Y
ERLANG101 CAPITAL MANAGEMENT LLC
FISHERS, IN
$420K

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