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Michael Miles, CFP®
Variplan, LLC

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.

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General Information

Firm Start Year:   2000
Name of Custodial Firm:   TD Ameritrade Institutional
Number of Years with Current Firm:   20
Work with the following types of clients:   Individual Investors, Other
Advisory Services Provided:   Portfolio Management, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning

Services

Investment Types:   Stocks, Bonds, Mutual Funds, Annuities, Insurance
Can meet clients in the following ways:   Via Email, Via Phone, Video Conference

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:   185
Advisor's Number of Managed Clients:   180
Advisor's Number of Planning Clients:   180
Assets Managed by Advisor:   $300,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Hourly, Flat Fee
Hourly Rate:   $240
Minimum Fee Charged for Hourly Planning Accounts:   $480

Education

BS Geology   Virginia Tech
MBA (Finance)   George Mason University

FAQs

Do you have a customer satisfaction or refund policy?

Yes. The quality of our service is guaranteed.

What are your qualifications?

BS from Virginia Tech, MBA from George Mason, CFP

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Compensation Arrangements

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