Allison Miller
Armor Investment Advisors · Raleigh, North Carolina
Allison Miller is a fee-only financial advisor at Armor Investment Advisors in Raleigh, North Carolina, who holds the CFP credential. Allison focuses on retirement planning, tax planning and estate & legacy planning. Armor Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Allison →
Specialties
Who they serve
- Retirees
Facts
| Firm | Armor Investment Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $356.0M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7091968 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.armorinvestmentadvisors.com |
How Allison's firm compares
- Armor Investment Advisors's average account is about $1.7 million, from its Form ADV (assets managed divided by 206 accounts).
Request an introduction to Allison
Tell Allison a little about what you're looking for. Allison isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Allison
Is Allison Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Armor Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Armor Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Miller based?
Allison Miller is based in Raleigh, North Carolina.
What does Allison specialize in?
Allison's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Allison works with retirees.
What credentials does Allison Miller hold?
Allison Miller holds the CFP credential.
Is Allison Miller registered with the SEC?
Yes. Allison Miller is registered as an investment adviser representative in NC (CRD 7091968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Armor Investment Advisors manage?
Armor Investment Advisors reports $356.0M across 206 accounts in assets under management.
How do I contact Allison Miller?
Through Allison's website, www.armorinvestmentadvisors.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
- Armor Investment 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.
See something wrong? Request a correction. Read our methodology.