# Benjamin Newell

> Benjamin Newell is a fee-only financial advisor at Miller Financial Group in Portland, Oregon. Benjamin charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Miller Financial Group
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $82.8M across 461 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5787124 (https://adviserinfo.sec.gov/individual/summary/5787124)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.millerfinancial.biz

## Frequently asked questions

### Is Benjamin Newell a fee-only financial advisor?

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

### How does Benjamin charge for financial advice?

Benjamin charges a percentage of assets.

### Where is Benjamin Newell based?

Benjamin Newell is based in Portland, Oregon.

### What does Benjamin specialize in?

Benjamin's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Benjamin Newell registered with the SEC?

Yes. Benjamin Newell is registered as an investment adviser representative in OR, TX and WA (CRD 5787124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Miller Financial Group manage?

Miller Financial Group reports $82.8M across 461 accounts in assets under management.

### How do I contact Benjamin Newell?

Through Benjamin's website, www.millerfinancial.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5787124): 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://www.millerfinancial.biz/): 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.