A complete list of active advisors currently associated with Andy Millard Advisory, LLC

Warmer can help you find a great advisor at Andy Millard Advisory, LLC or one who fits your needs even better.

Andy Millard Advisory, LLC provides discretionary investment management and personalized investment planning to individuals, high-net-worth individuals, and charitable organizations. The firm is a solo, state-registered adviser managing roughly $19.8 million across about 28 client accounts and primarily bills on a percentage-of-assets basis. The firm emphasizes passive investment management, building asset-class-weighted portfolios using index-based ETFs and conducting mutual fund/ETF analysis to select funds and monitor tracking, expense ratios, and issuer stability. Accounts are managed with discretionary authority, reviewed quarterly, and clients receive consolidated reporting and the ability to impose reasonable investment restrictions. Compared with many peers, AMA lists charitable organizations among its client types and requires clients to establish custody at Charles Schwab — operational features that are less common among independent advisers. The firm also reports using endorsements and testimonials in its advertising, a practice noted in its disclosures as relatively uncommon for firms in this category.

To learn more about the advisors currently working at Andy Millard Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.