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MCMILL CPA AND ADVISORS

NORFOLK, NE · CRD 129015 · IAPD ↗ · myretirementfiduciary.com · 402-371-1160

$862.3MRegulatory AUM
22Advisory reps
50Employees
0Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2026 — MCMILL CPA AND ADVISORS changed its website from retirementplanconsultants.net to myretirementfiduciary.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — MCMILL CPA AND ADVISORS notice-filed in MI, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — MCMILL CPA AND ADVISORS grew from 17 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — MCMILL CPA AND ADVISORS notice-filed in GA, KS, MN, NY, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.