VETTED

Michael Miles

Q: Do you have a customer satisfaction or refund policy?

Yes. The quality of our service is guaranteed.

Q: What are your qualifications?

BS from Virginia Tech, MBA from George Mason, CFP

CFP^®

Tel: 800-923-7616 20130 Lakeview Center Plaza Suite 400 Sterling, VA 20147

About Variplan, LLC

I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.

See Disclosures

General Information

Firm Start Year:

2000

Name of Custodial Firm:

Schwab

Number of Years with Current Firm:

Work with the following types of clients:

Non-Profit Organizations, Individual Investors

Advisory Services Provided:

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Services

Investment Types:

Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways:

Email, Phone, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Compensation Methods:

Hourly, Flat Fee

Hourly Rate:

$265

Minimum Fee Charged for Hourly Planning Accounts:

$530

Firm Information

Firm's Number of Clients:

185

Firm's Number of Planning Clients:

185

Firm's Number of Managed Clients:

185

Assets Managed by Firm:

$300,000,000

Advisor's Number of Clients:

190

Advisor's Number of Managed Clients:

190

Advisor's Number of Planning Clients:

190

Total Assets Under Management by Advisor:

$370,000,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

BS Geology:

Virginia Tech

MBA (Finance):

George Mason University

Do you have a customer satisfaction or refund policy?

What are your qualifications?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886623/wiseradvisor-variplan,-llc-detailed-disclosure.html

27 Years of Experience

CRD# 2730873 Firm CRD# 143361

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Compensation Arrangements

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