MCMILL CPA AND ADVISORS
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About the firm
Born out of a local CPA firm, Wealth Management manages retirement plans as an investment fiduciary for Plan Sponsors and Advisors nationwide. The firm utilizes a core, academic-based investment system emphasizing low-cost investments, broad diversification, a long-term perspective, and professionally managed model portfolios. This approach has helped the firm reach over $1 Billion in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary investment management services for retirement plans, including 3(21) and 3(38) fiduciary services, investment lineup selection and monitoring, model portfolio management, enrollment support, quarterly summary handouts, participant communication and newsletters, and a full suite of fiduciary management resources.
Who they serve
Plan Sponsors and Financial Advisors/Professionals nationwide, as well as retirement plan participants.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,192 | $129M |
| High Net Worth Individuals | 1,382 | $495M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 30 | $113M |
| State/Municipal Entities | 22 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $199,999 | 1.75% |
| $200,000 to $499,999 | 1.50% |
| $500,000 to $999,999 | 1.25% |
| $1,000,000 to $1,999,999 | 1.00% |
| $2,000,000 to $2,999,999 | 0.90% |
| $3,000,000 to $3,999,999 | 0.80% |
| $4,000,000 to $4,999,999 | 0.70% |
| $5,000,000 or more | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCMILL CPA AND ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.