Mcmill CPA and Advisors
Norfolk, NE·SEC-registered · CRD #129015
Mcmill CPA and Advisors is an SEC-registered investment advisory firm in Norfolk, NE managing $862M across 5.7k client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$862M
Client accounts
5.7k
Advisory staff
22
Fee model
Fee-based
How Mcmill CPA and Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mcmill CPA and Advisors
How much does Mcmill CPA and Advisors manage?
Per its most recent SEC Form ADV filing (03/27/2026), Mcmill CPA and Advisors reports $862M in regulatory assets under management across roughly 5.7k client accounts.
How does Mcmill CPA and Advisors charge?
Mcmill CPA and Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mcmill CPA and Advisors a fiduciary?
Yes. Mcmill CPA and Advisors is registered with the U.S. Securities and Exchange Commission (CRD #129015), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mcmill CPA and Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mcmill CPA and Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Norfolk, NE
Profile compiled from Mcmill CPA and Advisors's public SEC Form ADV filing (CRD #129015, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mcmill CPA and Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mcmill CPA and Advisors? Claim this profile.