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Joshuah Allan Dains

Advisor at Milinovich & Co., Inc — Waynesburg, PA N. Woodland Ave

Updated today

Credentials

CFP®, Series 65

Experience

4 years

Location

Waynesburg, PA 15370

Milinovich & Co., Inc logo

Milinovich & Co., Inc

Supported

Total advisors

3

Across 2 offices

Clients per advisor

100 Very High

Avg AUM per client

$327,646 Very Low

HNW client ratio

10% Low

About

Joshuah Dains is a CFP® and holds a Series 65 license with six years at Milinovich & Co., Inc. and a total of four years in the financial industry. His prior work experience includes roles at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates, and other entities. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, managing approximately $106 million in discretionary assets for about 300 clients.

Client services

Based on Milinovich & Co., Inc

Financial planning Portfolio management

Expertise

Based on Milinovich & Co., Inc

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting

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Fee options

Fixed

Financial planning fees as fixed fees between $2,500 and $15,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%

Project-based

$300/hour for financial planning services

Other

Minimum fee: $300 per quarter (equivalent to minimum approximately $96,000 at 1.25% annually) Fee-only: Financial planning fees range from $2,500 to $15,000 (fixed fee), may be negotiated; hourly fee of $300/hour also offered

Location

See office

Waynesburg, PA N. Woodland Ave

101 N. Woodland Ave

Waynesburg PA 15370

Advisors at this office

2

Most active in

Florida · North Carolina · Pennsylvania · West Virginia

Work history

4 years of industry experience

Milinovich & Co., Inc.

2020 - Present • 6 years

Waynesburg, PA

Baily Insurance

2018 - 2020 • 2 years

Waynesburg, PA

Watters Pools

2018 - 2018 • 1 year

Carmichaels, PA

Jacobs Petroleum Products, Inc.

2017 - 2018 • 1 year

Waynesburg, PA

Mylan Pharmaceuticals

2015 - 2017 • 2 years

Morgantown, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey W

Series 66

Waynesburg, PA

Milinovich & Co., Inc

Jeffrey Widdup is a financial advisor at Milinovich & Co., Inc. with 23 years of industry experience. He holds a Series 66 credential and has been with Milinovich & Co., Inc. since 2010. Widdup also serves as vice president and assistant treasurer/loan officer at First Federal Savings & Loan of Greene County and teaches as adjunct faculty at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, and charitable organizations. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client portfolios primarily using mutual funds, ETFs, certificates of deposit, and bonds.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
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Michael M

Series 65

Waynesburg, PA

Milinovich & Co., Inc

Michael Milinovich is a financial advisor at Milinovich & Co., Inc. with 11 years of industry experience and holds a Series 65 designation. He is involved in the Community Foundation of Greene County’s finance committee and volunteers on the Parents advisory council for Blueprints, a community action corporation. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, and estates, managing approximately $106 million in discretionary assets. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, serving about 300 client relationships with a small advisory team.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
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Shane B

Series 66

Waynesburg, PA

TIAA-CREF

Shane Bright is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 credential and has worked at Ameriprise and Carolina Financial Services Group prior to joining TIAA-CREF. Bright also spent time at East Carolina School of Business in a professional capacity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of advisory services, including customized portfolio management and acting as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Shelby S

Series 63, Series 65

Waynesburg, PA

LPL Financial

Shelby Stilwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 8 years of industry experience. Prior to joining LPL Financial in 2021, Stilwell worked at Cory Grandel and Waddell & Reed, Inc., among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas F

ChFC®, Series 63, Series 66

Waynesburg, PA

Edward Jones

Thomas Fetsko is a financial advisor with Edward Jones in Waynesburg, PA, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Outside of his advisory role, he participates in the audit team at Oakview United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Molly G

Series 65

Waynesburg, PA

LPL Financial

Molly Grandel is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and has previously worked at Waddell & Reed and pursued roles at various organizations including educational institutions and fashion companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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