Anna Miller
Certified Planners · San Ramon, California
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.
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Facts
| Firm | Certified Planners |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $196.6M across 536 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2540947 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.certifiedplannersinc.com |
How Anna's firm compares
- Certified Planners's average account is about $367,000, from its Form ADV (assets managed divided by 536 accounts).
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Questions about Anna
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.
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
- 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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