A complete list of active advisors currently associated with Mills Financial Services LLC

Warmer can help you find a great advisor at Mills Financial Services LLC or one who fits your needs even better.

The firm provides financial planning, investment consultation, ongoing portfolio management, periodic educational workshops, and advisory support to individuals, high‑net‑worth clients and small businesses, including assistance for retirement plan sponsors. Like many independent advisers, it offers ongoing portfolio management for individuals and uses an asset‑based fee arrangement while also addressing estate, tax, divorce and business planning matters. The firm’s investment approach combines fundamental analysis with Modern Portfolio Theory to build diversified portfolios that may include domestic and international equities, fixed income, mutual funds, ETFs and individual securities. It may employ active tilts (for example toward certain market capitalizations or value exposures), adjust equity exposure in response to perceived market risk, and manages client accounts on a nondiscretionary basis that requires client approval for trades. A distinctive feature is that the firm’s principal is also a licensed insurance agent appointed with multiple unaffiliated carriers and devotes a material portion of time to selling and servicing insurance and fixed annuity contracts, receiving commissions and renewal compensation on those transactions. The brochure discloses this dual role and the potential conflict of interest to clients, notes the firm does not receive commissions on securities transactions, and states it does not sponsor wrapped (bundled) fee programs.

To learn more about the advisors currently working at Mills Financial Services 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.

Name	Location	Years of experience
Thomas Mills	Tehachapi, CA	25

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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