Alexander Boeri
Miller Avenue Advisors · Mill Valley, California
Alexander Boeri is a fee-only financial advisor at Miller Avenue Advisors in Mill Valley, California, who holds the CFP credential. Alexander focuses on equity compensation, estate & legacy planning and tax planning. Miller Avenue Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Miller Avenue Advisors |
|---|---|
| Based in | Mill Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $281.2M across 459 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6955760 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.milleraveadvisors.com |
| Profile |
How Alexander's firm compares
- Miller Avenue Advisors's average account is about $613,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Alexander
Is Alexander Boeri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Miller Avenue Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Miller Avenue Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexander Boeri based?
Alexander Boeri is based in Mill Valley, California.
What does Alexander specialize in?
Alexander's specialties include equity compensation, estate & legacy planning, tax planning and retirement planning.
What credentials does Alexander Boeri hold?
Alexander Boeri holds the CFP credential.
Is Alexander Boeri registered with the SEC?
Yes. Alexander Boeri is registered as an investment adviser representative in CA (CRD 6955760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Avenue Advisors manage?
Miller Avenue Advisors reports $281.2M across 459 accounts in assets under management.
How do I contact Alexander Boeri?
Through Alexander's website, www.milleraveadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Miller Avenue Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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