Brett Miller
Birchbrook · Bangor, Maine
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Birchbrook |
|---|---|
| Based in | Bangor, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $296.5M across 863 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, ME, NY, TX · CRD 2025341 |
| Exams passed | Series 63 (1990) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.birchbrook.com |
| Profile |
How Brett's firm compares
- Birchbrook's average account is about $344,000, from its Form ADV (assets managed divided by 863 accounts).
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Questions about Brett
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.
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
- Birchbrook 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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