# Anna Miller

> Anna Miller is a fee-only financial advisor at Certified Planners in San  Ramon, California. Certified Planners reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anna-miller/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Certified Planners
- **Based in:** San  Ramon, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $196.6M across 536 accounts
- **CRD:** 2540947 (https://adviserinfo.sec.gov/individual/summary/2540947)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1994), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.certifiedplannersinc.com

## Frequently asked questions

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

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

### How does Anna charge for financial advice?

Anna's firm, Certified Planners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Anna Miller based?

Anna Miller is based in San  Ramon, California.

### Is Anna Miller registered with the SEC?

Yes. Anna Miller is registered as an investment adviser representative in CA (CRD 2540947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Certified Planners manage?

Certified Planners reports $196.6M across 536 accounts in assets under management.

### How do I contact Anna Miller?

Through Anna's website, www.certifiedplannersinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2540947): 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

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