The Millstone Evans Group

Retirement Planning Firm in Boulder, CO

Firm Info
Address: 4999 Pearl E Cir, Boulder, CO 80301, USA
Phone: (720) 728-2801

Firm Size
Assets Under Management: $730.6 million
# of Advisors: 11
# of Clients: 2,088
Client to Advisor Ratio: 190:1
Average Account Size: $349,915
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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The Millstone Evans Group, LLC Overview

The Millstone Evans Group, LLC is an investment advisory firm that offers fee-only financial planning services. It has its headquarters in Boulder, CO, and has been in operation since 2020. The firm only provides investment advice to its clients. The services offered include portfolio management for individuals and small businesses, selection of other advisors, financial planning, publication of periodicals or newsletters, educational seminars, and workshops. They also offer blogs and podcasts for their clients, ensuring that they stay up to date with the latest market trends and opportunities. The firm provides comprehensive financial services for individuals and businesses with a focus on investment advice. They help clients manage their portfolios seamlessly and select the best investment options available to them. The fee arrangement is fee-only, ensuring their interests are only aligned with their client's financial goals. They also offer educational seminars and workshops to enlighten their clients on financial planning and investments. The Millstone Evans Group, LLC offers a holistic approach to financial planning, which allows clients to make informed decisions regarding their investments. The selection of other advisors ensures that clients have access to a broader range of expert investment advice. The firm also offers publications such as periodicals and newsletters to keep their clients informed on financial market trends and opportunities. The addition of blogs and podcasts makes the firm's services more accessible, ensuring that clients are always up to date on the latest information in their investments.

The Millstone Evans Group, LLC serves a wide range of clients, including individuals, high net worth individuals, charitable organizations, and other corporation types not listed. As a full-service financial advisory firm, they offer a comprehensive suite of wealth management and investment services tailored to meet the unique needs of each client. They pride themselves on their ability to provide personalized attention and customized solutions to help clients achieve their financial goals. When it comes to fee structures, The Millstone Evans Group offers a variety of options depending on the service provided. For investment management services, they typically charge a percentage of the assets under management (AUM). This fee structure aligns the firm's incentives with those of the client, as the fee is based on the performance of the portfolio. For other services, such as financial planning or estate planning, the firm may charge a fixed fee based on the complexity of the project and the time involved. Regardless of the fee structure, the firm is committed to providing transparent and competitive pricing while delivering value to their clients.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of The Millstone Evans Group, LLC, there is no mention of an investment minimum. Therefore, it is unclear what the firm's investment minimum is, if they have one at all. It is recommended to contact the firm directly for more information regarding their investment minimums.

How This Office Can Help Boulder, CO Residents

The Millstone Evans Group is a financial advisory firm that assists clients in Boulder, CO by helping them navigate complex financial situations. Boulder is home to many affluent residents who may need assistance managing large investment portfolios or planning for retirement. Additionally, the cost of living in Boulder is high, which can make it difficult for individuals and families to maintain a comfortable lifestyle while also achieving their long-term financial goals. The Millstone Evans Group provides a wide array of financial services to help clients in Boulder, CO, including investment management, retirement planning, tax planning, estate planning, and more. The firm's team of experienced professionals can work with clients to develop personalized financial plans that are tailored to their unique needs and goals. Whether someone is just starting a new job, planning for retirement, or going through a major life change, The Millstone Evans Group can provide the guidance and expertise needed to help them navigate the financial challenges and opportunities they face.

To view the Minimum Investment and Fee Schedule for The Millstone Evans Group, LLC, visit their Part 2 Brochure.

Services Offered by The Millstone Evans Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by The Millstone Evans Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4999 Pearl E Cir, Boulder, CO 80301, USA
Phone (720) 728-2801
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

The Millstone Evans Group, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • District of Columbia
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • Michigan
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • Texas
  • Vermont
  • Virginia
  • Washington

Disciplinary History

The Millstone Evans Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs