Millington Financial Advisors, LLC

EST. AUM
$291,381,313

CONTACTS

CLIENT ACCOUNTS
554

Firm Details

Metro area Chicago
CRD Number 156315
Website millingtonfa.com
Client types

Overview

Millington Financial Advisors, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Naperville, Illinois. Founded in 2011 by principal portfolio strategist Charles Francis Millington, the boutique wealth management practice operates under a strict 100% fiduciary standard of care to deliver customized multi-scenario retirement planning, ongoing portfolio management, and hands-on legacy wealth design. The practice specializes in bridging the gap between independent financial planning and institutional-grade execution, supporting a client mix composed of individual retail accounts, mass-affluent savers, and high-net-worth families. Millington Financial Advisors isolates its process from high-fee wirehouse products by prioritizing transparent fee structures, eliminating unnecessary frictional trading costs, and focusing deeply on long-term capital preservation. Their foundational methodology utilizes a disciplined strategic asset allocation model, building globally diversified client portfolios primarily from institutional low-cost mutual funds, liquid domestic and international equities, fixed-income vehicles, and tactical exchange-traded funds (ETFs) tailored precisely to milestone targets and unique risk parameters.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Millington Financial Advisors, LLC

Platform Details

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