# Andrew Miller

> Andrew Miller is a fee-only financial advisor at Cassia Capital Partners in Winston Salem, North Carolina, who holds the CFA credential. Cassia Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-miller/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cassia Capital Partners
- **Based in:** Winston Salem, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $251.2M across 573 accounts
- **Credentials:** CFA
- **Works with:** Executives, Founders
- **CRD:** 7151860 (https://adviserinfo.sec.gov/individual/summary/7151860)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2019)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.cassiacapitalpartners.com

## Frequently asked questions

### Is Andrew Miller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Cassia Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Cassia Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Miller based?

Andrew Miller is based in Winston Salem, North Carolina.

### What credentials does Andrew Miller hold?

Andrew Miller holds the CFA credential.

### Is Andrew Miller registered with the SEC?

Yes. Andrew Miller is registered as an investment adviser representative in NC (CRD 7151860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cassia Capital Partners manage?

Cassia Capital Partners reports $251.2M across 573 accounts in assets under management.

### How do I contact Andrew Miller?

Through Andrew's website, www.cassiacapitalpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7151860): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cassiacapitalpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.