David Miller
Brown | Miller Wealth Management · Mclean, Virginia
David Miller is a fee-only financial advisor at Brown | Miller Wealth Management in Mclean, Virginia, who holds the CFP credential. David focuses on retirement planning. Brown | Miller Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Brown | Miller Wealth Management |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $991.1M across 2,704 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4506377 |
| Exams passed | Series 63 (2002) · Series 66 (2002) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | brownmillerwm.com |
| Profile |
How David's firm compares
- Brown | Miller Wealth Management's average account is about $367,000, from its Form ADV (assets managed divided by 2,704 accounts).
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Questions about David
Is David Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Brown | Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Brown | Miller Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Miller based?
David Miller is based in Mclean, Virginia.
What does David specialize in?
David's specialties include retirement planning.
What credentials does David Miller hold?
David Miller holds the CFP credential.
Is David Miller registered with the SEC?
Yes. David Miller is registered as an investment adviser representative in TX and VA (CRD 4506377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brown | Miller Wealth Management manage?
Brown | Miller Wealth Management reports $991.1M across 2,704 accounts in assets under management.
How do I contact David Miller?
Through David's website, brownmillerwm.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
- Brown | Miller Wealth Management 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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