# Brett Miller

> Brett Miller is a fee-only financial advisor at Birchbrook in Bangor, Maine, who holds the CFA credential. Brett focuses on sustainable & impact investing and family wealth transfer. Birchbrook reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Birchbrook
- **Based in:** Bangor, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $296.5M across 863 accounts
- **Credentials:** CFA
- **Specialties:** Sustainable & impact investing, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2025341 (https://adviserinfo.sec.gov/individual/summary/2025341)
- **SEC registration:** Investment adviser representative in FL, MA, ME, NY, TX
- **Exams passed:** Series 63 (1990)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.birchbrook.com

## Frequently asked questions

### Is Brett Miller a fee-only financial advisor?

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

### How does Brett charge for financial advice?

Brett's firm, Birchbrook, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brett Miller based?

Brett Miller is based in Bangor, Maine.

### What does Brett specialize in?

Brett's specialties include sustainable & impact investing and family wealth transfer. Brett works with multi-generational families.

### What credentials does Brett Miller hold?

Brett Miller holds the CFA credential.

### Is Brett Miller registered with the SEC?

Yes. Brett Miller is registered as an investment adviser representative in FL, MA, ME, NY and TX (CRD 2025341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Birchbrook manage?

Birchbrook reports $296.5M across 863 accounts in assets under management.

### How do I contact Brett Miller?

Through Brett's website, www.birchbrook.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2025341): 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://birchbrook.com/): 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.