David Miller
Rule72 Financial · Potomac Falls, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
- High earners
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 |
| Assets under management | $8.5M across 47 accounts |
| Credentials | CFP · MSC |
| SEC registration | Investment adviser representative in TX, VA · CRD 7026865 |
| Exams passed | Series 63 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rule72financial.com |
| Profile |
How David's firm compares
- Rule72 Financial's average account is about $180,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Rule72 Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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