| Advisor Profile |
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| Name: |
Michael Miller |
| Phone Number: |
(817) 422-5578 |
| Website: |
Visit Website
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Business Description |
| As a boutique advisory firm, Miller Premier offers service for the middle income investor that is personal, private, and affordable. Michael Miller, CFP was named one of the top financial planners in the country for the past three consecutive years by the Consumers' Research Council of America. He is a fee-only certified financial planner and registered investment advisor providing advice on an hourly basis so that middle income investors can gain access to the same quality financial planning and investment advice that historically has only been available to the wealthy investor. Miller Premier treats all clients as individuals by helping them to build the wealth and financial security necessary to make their dreams reality. At Miller Premier "Nurturing Your Nest Egg for a Golden Tomorrow" is more than just a tagline it is our mission. |
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General Information |
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| States Licensed in: |
Texas
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| Years of Experience in Financial Services: |
18
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| Number of Years with Current Firm: |
1
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| Work Experience: |
03/2007 to Present, Miller Premier Investment Planning, LLC. Mansfield, TX, President, Certified Financial Planner Practitioner,
and Registered Investment Advisor
08/2005 to 04/2007, International City Managers Association - Retirement Corporation (ICMA-RC)., Washington, D.C., Financial Planning Manager
03/2000 to 06/2005, Nationwide Retirement Solutions, Texas State Director
07/1995 to 03/2000, Fidelity Brokerage Services Inc., Boston MA Registered Representative, Combined Product Specialist, and
Investor Center Fixed Income Specialist
08/1986 to 12/1991, 82nd Airborne Division, Fort Bragg, NC, Military Intelligence Analyst, Cryptanalyst, Paratrooper, Gulf War Veteran
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| I work with the following types of clients: |
Individual Investors, Businesses, Non-Profit Organizations
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Education |
| Academic Background |
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Certified Financial Planning Certificate - College for Financial Planning (1998)
Bachelors degree in Business Administration with concentration in Banking and Finance -Fayetteville State University (1994). Class valedictorian |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Insurance, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner (CFP®)
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| Securities Licenses: |
Series 65, Series 7, Series 26, Series 63
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA), Garrett Planning Network, Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
< 50
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| Assets Managed by Firm: |
Yes
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| Advisor's Number of Clients: |
< 50
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| Assets Managed by Advisor: |
< 25 Mil
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Compliance |
| Registered Investment Advisor: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
0
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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| Additional Details on Charges: |
Free Initial Consultation
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| Minimum Fee Charged for Managed Accounts: |
0
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| Minimum Fee Charged for Hourly Planning Accounts: |
0
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| Minimum Fee Charged for Flat Fee Accounts: |
0
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| Prepared By: |
Michael Miller |
| Most Recent Update: |
07/30/2008 |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Michael Miller is a certified financial planner practitioner and independent registered investment advisor. He received his certified financial planning certificate from the College for Financial Planning as well as a Bachelor's Degree in Business Administration with a concentration in Banking and Finance from Fayetteville State University where he was class valedictorian. |
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What is your approach to financial planning? |
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Miller Premier believes that a clients individual goals, experiences, financial circumstances, and preferences are paramount in the wealth management and investment selection process. The initial data gathering and consultation process is designed to gain a thorough understanding of what you the client are trying to accomplish and then determine whether there is a good fit with our firm. |
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What services do you offer? |
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Comprehensive financial planning, retirement planning, and investment management services |
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How many clients do you currently manage? |
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As a boutique money management firm, Miller Premier does not accept more than 100 clients in order to provide service that is personal, private, and affordable. |
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Will you be the only person working with me? |
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How are you compensated? How will I pay for your services? |
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Miller Premier is a fee-only financial planning and wealth management firm. We do not accept commissions and you will always be aware of what you are being charged before services are rendered. Our investment management and financial planning fees are among the lowest in the industry due to the structure of our firm. This coupled with our guarantee makes Miller Premier a leader in the industry. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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As an independent registered investment advisor, Miller Premier offers you the option on how you want your account managed. We provide you with an investment policy statement as part of the planning process to guide all wealth management decisions regardless of whether you make the investment decisions or leave those decisions to us. |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Only the amount of risk that is necessary to provide you with the highest probability of achieving your goals and objectives. No more - No less! Michael Miller was recognized as one of the early adopters of a leading technology that is used to determine this optimal point. |
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Have you ever been charged with any breaches? |
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Neither Michael Miller,CFP or Miller Premier Investment Planning, LLC have been charged with breaches by any individual, group, or entity. In fact, Michael Miller has been recognized by the Consumers' Research Council of America as one of America's top financial planners for the past three consecutive years. |
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What services do you provide? What are your specialties? |
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Comprehensive financial planning, retirement planning, and investment management services. Miller Premier specializes in individual retirement account management to maximize returns and minimize risk and taxes. |
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What is your experience? How many clients do you currently manage? |
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Michael Miller, CFP is an independent fee-only registered investment advisor and certified financial planner practitioner. He has been in financial services for 18 years. He limits the number of clients he handles to less than 100 in order to provide a high level of service. |
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What financial institution(s) do you represent? |
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Miller Premier Investment Planning, LLC is an independent registered investment advisor meaning we represent you only and receive no compensation from any firms. |
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How do you charge for your services? |
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As a fee-only firm the only compensation we receive is directly from you. We accept no commissions or other forms of compensation from anyone. This ensures that we remain unbiased in the wealth management and investment selection process. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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Miller Premier is best equipped to provide you with the highest level of service, expertise, and unbiased investment advice. Michael Miller has been named one of the top financial planners in the country and due to Miller Premier's unique business structure he is able to provide his services directly to you in the convenience of your own home with some of the lowest fees in the industry. |
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What are your qualifications? |
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Michael Miller, CFP is an independent fee-only registered investment advisor and certified financial planner practitioner. He has been in financial services for 18 years. He was recently named one of the top financial planners in the country and limits the number of clients he handles to less than 100 in order to provide a high level of service. |
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What is your approach to Education Planning? |
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Each person's situation is unique with respect to education planning. We take the time in the free initial consultation to uncover your goals and financial circumstances to help identify the solutions that best meet your needs. |
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How long does the process of setting up an Education Plan usually take? |
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Three days from the initial consultation to plan delivery |
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What financial institutions do you represent? |
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Miller Premier Investment Planning, LLC is an independent registered investment advisor meaning we represent you only and receive no compensation from any firms. |
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How many years of experience do you have? |
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What are your fees for this service? |
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Planning fees vary based on the complexity of the clients financial situation and goals, please call us for a free no obligation quote. |
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| Q. |
How many Education Planning clients do you currently manage? |
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As a boutique money management firm, Miller Premier does not accept more than 100 clients in order to provide service that is personal, private, and exclusive. Because we place a high value on client relationships and communications we are very selective on who we take on as new clients. |
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Why should I work with you on setting up an Education Plan? |
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Miller Premier is best equipped to provide you with the highest level of service, expertise, and unbiased investment advice. Michael Miller has been named one of the top financial planners in the country and due to Miller Premier's unique business structure he is able to provide his services directly to you in the convenience of your own home with some of the lowest fees in the industry. |
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| Q. |
Do you provide a free initial consultation? |
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| Q. |
What are your qualifications? |
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Michael Miller, CFP is an independent fee-only registered investment advisor and certified financial planner practitioner. He has been in financial services for 18 years. He was recently named one of the top financial planners in the country and limits the number of clients he handles to less than 100 in order to provide a high level of service. |
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| Q. |
What is your approach to 401 K plan rollovers? |
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Each person's situation is unique with respect to retirement planning. We take the time in the free initial consultation to uncover your retirement goals and financial circumstances to help identify the solutions that best meet your needs. Michael Miller, CFP specializes in retirement rollovers and has built his reputation on maximizing returns while minimizing risk and taxes. |
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How long does the process of rolling over a 401K plan usually take? |
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It varies from one day to six weeks depending on where your 401k is currently held. |
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What financial institutions do you represent? |
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Miller Premier Investment Planning, LLC is an independent registered investment advisor meaning we represent you only and receive no compensation from any firms. This eliminates any potential conflicts of interest when creating your retirement plan and managing your investments. |
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| Q. |
How many years of experience do you have? |
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What are your fees for this service? |
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Planning fees vary based on the complexity of the clients financial situation and goals, please contact us for a free no obligation quote. |
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| Q. |
How many 401K rollover clients do you currently manage? |
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As a boutique money management firm, Miller Premier does not accept more than 100 clients in order to provide service that is personal, private, and exclusive. Because we place a high value on client relationships and communications we are very selective on who we take on as new clients. |
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Why should I roll over my 401K plan to your firm? |
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Miller Premier is best equipped to provide you with the highest level of service, expertise, and unbiased investment advice. Michael Miller has been named one of the top financial planners in the country and due to Miller Premier's unique business structure he is able to provide his services directly to you in the convenience of your own home with some of the lowest fees in the industry. |
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Do you provide a free initial consultation? |
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