Benjamin Sampson
Miller Avenue Advisors · Mill Valley, California
Benjamin Sampson is a fee-only financial advisor at Miller Avenue Advisors in Mill Valley, California, who holds the CFP credential. Benjamin focuses on equity compensation, estate & legacy planning and tax planning. Miller Avenue Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Miller Avenue Advisors |
|---|---|
| Based in | Mill Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $281.2M across 459 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7216479 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.milleraveadvisors.com |
How Benjamin's firm compares
- Miller Avenue Advisors's average account is about $613,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Benjamin
Is Benjamin Sampson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Miller Avenue Advisors 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's firm, Miller Avenue Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Sampson based?
Benjamin Sampson is based in Mill Valley, California.
What does Benjamin specialize in?
Benjamin's specialties include equity compensation, estate & legacy planning, tax planning and retirement planning.
What credentials does Benjamin Sampson hold?
Benjamin Sampson holds the CFP credential.
Is Benjamin Sampson registered with the SEC?
Yes. Benjamin Sampson is registered as an investment adviser representative in CA (CRD 7216479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Avenue Advisors manage?
Miller Avenue Advisors reports $281.2M across 459 accounts in assets under management.
How do I contact Benjamin Sampson?
Through Benjamin's website, www.milleraveadvisors.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
- Miller Avenue Advisors 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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