Barbara Miller
917 Advisory Services · Spokane, Washington
Barbara Miller is a fee-only financial advisor at 917 Advisory Services in Spokane, Washington, who holds the CFP credential. 917 Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | 917 Advisory Services |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $167.5M across 620 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5528952 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.johnschram.com |
| Profile |
How Barbara's firm compares
- 917 Advisory Services's average account is about $270,000, from its Form ADV (assets managed divided by 620 accounts).
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Questions about Barbara
Is Barbara Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and 917 Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, 917 Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Barbara Miller based?
Barbara Miller is based in Spokane, Washington.
What credentials does Barbara Miller hold?
Barbara Miller holds the CFP credential.
Is Barbara Miller registered with the SEC?
Yes. Barbara Miller is registered as an investment adviser representative in WA (CRD 5528952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 917 Advisory Services manage?
917 Advisory Services reports $167.5M across 620 accounts in assets under management.
How do I contact Barbara Miller?
Through Barbara's website, www.johnschram.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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