Benjamin Newell
Miller Financial Group · Portland, Oregon
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.
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Specialties
Facts
| Firm | Miller Financial Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Assets under management | $82.8M across 461 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 5787124 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.millerfinancial.biz |
| Profile |
How Benjamin's firm compares
- Miller Financial Group's average account is about $180,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Benjamin
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.
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
- Miller Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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