# David Miller

> David Miller is a fee-only financial advisor at Rule72 Financial in Potomac Falls, Virginia, who holds the CFP and MSC credentials. David focuses on estate & legacy planning, tax planning and family wealth transfer. Rule72 Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-miller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Rule72 Financial
- **Based in:** Potomac Falls, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.5M across 47 accounts
- **Credentials:** CFP, MSC
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Retirees, Pre-retirees, Founders, Multi-generational families, High earners
- **CRD:** 7026865 (https://adviserinfo.sec.gov/individual/summary/7026865)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://rule72financial.com

## Frequently asked questions

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

Yes. David Miller is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David's firm, Rule72 Financial, 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 Potomac Falls, Virginia.

### What does David specialize in?

David's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. David works with retirees, pre-retirees, founders, multi-generational families and high earners.

### What credentials does David Miller hold?

David Miller holds the CFP and MSC credentials.

### Is David Miller registered with the SEC?

Yes. David Miller is registered as an investment adviser representative in TX and VA (CRD 7026865), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Rule72 Financial manage?

Rule72 Financial reports $8.5M across 47 accounts in assets under management.

### How do I contact David Miller?

Through David's website, rule72financial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48870): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.rule72financial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.