Bradley Miller
Trustwell Financial Advisors · Jacksonville, Florida
Bradley Miller is a fee-only financial advisor at Trustwell Financial Advisors in Jacksonville, Florida, who holds the CFP credential. Trustwell Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trustwell Financial Advisors |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $260.8M across 1,019 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6298062 |
| Exams passed | Series 63 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trustwellfa.com |
How Bradley's firm compares
- Trustwell Financial Advisors's average account is about $256,000, from its Form ADV (assets managed divided by 1,019 accounts).
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Questions about Bradley
Is Bradley Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Trustwell Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Trustwell Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Miller based?
Bradley Miller is based in Jacksonville, Florida.
What credentials does Bradley Miller hold?
Bradley Miller holds the CFP credential.
Is Bradley Miller registered with the SEC?
Yes. Bradley Miller is registered as an investment adviser representative in FL and TX (CRD 6298062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trustwell Financial Advisors manage?
Trustwell Financial Advisors reports $260.8M across 1,019 accounts in assets under management.
How do I contact Bradley Miller?
Through Bradley's website, www.trustwellfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Jacksonville
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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