Cynthia Miller
Greykasell Wealth Strategies · Danville, California
Cynthia Miller is a fee-only financial advisor at Greykasell Wealth Strategies in Danville, California, who holds the CFP credential. Cynthia focuses on estate & legacy planning, tax planning and small business owners. Greykasell Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Greykasell Wealth Strategies |
|---|---|
| Based in | Danville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.2M across 409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7060119 |
| Exams passed | Series 63 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.greykasell.com |
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Questions about Cynthia
Is Cynthia Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cynthia holds no broker registration, and Greykasell Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cynthia charge for financial advice?
Cynthia's firm, Greykasell Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cynthia Miller based?
Cynthia Miller is based in Danville, California.
What does Cynthia specialize in?
Cynthia's specialties include estate & legacy planning, tax planning, small business owners and retirement planning. Cynthia works with founders, pre-retirees, ultra high net worth and multi-generational families.
What credentials does Cynthia Miller hold?
Cynthia Miller holds the CFP credential.
Is Cynthia Miller registered with the SEC?
Yes. Cynthia Miller is registered as an investment adviser representative in CA (CRD 7060119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greykasell Wealth Strategies manage?
Greykasell Wealth Strategies reports $443.2M across 409 accounts in assets under management.
How do I contact Cynthia Miller?
Through Cynthia's website, www.greykasell.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
- Greykasell Wealth Strategies 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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