# McMill CPA and Advisors

> McMill CPA and Advisors is an SEC-registered investment advisory firm in Norfolk, NE, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 129015
- Filed as: MCMILL CPA AND ADVISORS
- Legal name: McMill Wealth Inc
- Also doing business as: WEALTH FIRM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norfolk, NE
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129015
- AdvisorCensus page: https://advisorcensus.com/firm/mcmill-cpa-and-advisors-norfolk-ne-129015

## Quick answers

**How is McMill CPA and Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), McMill CPA and Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is McMill CPA and Advisors located?**
McMill CPA and Advisors' principal office is in Norfolk, NE, according to its Form ADV.

**Is McMill CPA and Advisors registered with the SEC or a state?**
McMill CPA and Advisors is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 129015.

**How much does McMill CPA and Advisors manage?**
McMill CPA and Advisors reports $862,276,146 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have McMill CPA and Advisors' assets and staff changed since 2021?**
In the Form ADV data for McMill CPA and Advisors: Regulatory assets under management: $435,051,839 in the October 2021 data and $862,276,146 in the October 2026 data, up 98%. Total employees: 50 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McMill CPA and Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,192); high net worth individuals (1,382); pension and profit sharing plans (but not the plan participants or government pension plans) (30).

**Which custodians does McMill CPA and Advisors use?**
McMill CPA and Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does McMill CPA and Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129015

**Does McMill CPA and Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by McMill CPA and Advisors."

**What changed in McMill CPA and Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $730,154,643 to $862,276,146 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by McMill CPA and Advisors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $862,276,146
- Discretionary: $862,276,146
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,192 | $129,251,234 |
| High net worth individuals | 1,382 | $495,317,019 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $112,854,748 |
| Charitable organizations | 22 | $107,004,851 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 30 | $17,848,294 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 50 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, GA, IA, KS, MI, MN, MO, NE, NJ, NV, NY, SD, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 403bplan.net
- advisor-tool-kit.retirementplanconsultants.net
- dashboard.wealthmgmtllc.com
- mcmill.info
- myretirementfiduciary.com
- retirementplanconsultants.net
- wealthfirm.info
- wealthmgmtllc.com
- Facebook @MCMILL1903
- Facebook @RPC1114
- Facebook @WEALTHMGMTLLC
- LinkedIn @11326689
- LinkedIn @1270540
- LinkedIn @CHRISTENSEN-BROZEK-FALTYS
- X @RPC1114
- YouTube @UCV6V7OMNBHMGYEH6KDHVFOQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $435,051,839 | 50 | March 31, 2021 |
| October 2022 | $561,075,447 | 50 | September 9, 2022 |
| October 2023 | $545,604,765 | 50 | September 5, 2023 |
| October 2024 | $640,910,667 | 50 | April 5, 2024 |
| October 2025 | $730,154,643 | 50 | June 5, 2025 |
| October 2026 | $862,276,146 | 50 | March 27, 2026 |

Regulatory assets under management: $435,051,839 in the October 2021 data and $862,276,146 in the October 2026 data, up 98%.
Total employees: 50 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $730,154,643 to $862,276,146 (+18%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McMill CPA and Advisors (CRD 129015): Form ADV filing data as of October 2026.