VETTED
Michael Miles
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 DisclosuresGeneral Information
Firm Start Year:
2000
Name of Custodial Firm:
Schwab
Number of Years with Current Firm:
24
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)
I provide a free initial consultation:
Yes
Preferred meeting methods
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
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
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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