Easton Miller
Miller Financial Services · San Juan Capistrano, California
Easton Miller is a fee-only financial advisor at Miller Financial Services in San Juan Capistrano, California. Miller Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Miller Financial Services |
|---|---|
| Based in | San Juan Capistrano, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $127M across 360 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6893606 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | millerfinancialservicesinc.com |
| Profile |
How Easton's firm compares
- Miller Financial Services's average account is about $353,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Easton
Is Easton Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Easton holds no broker registration, and Miller Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Easton charge for financial advice?
Easton's firm, Miller Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Easton Miller based?
Easton Miller is based in San Juan Capistrano, California.
Is Easton Miller registered with the SEC?
Yes. Easton Miller is registered as an investment adviser representative in CA and TX (CRD 6893606), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Financial Services manage?
Miller Financial Services reports $127M across 360 accounts in assets under management.
How do I contact Easton Miller?
Through Easton's website, millerfinancialservicesinc.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
- 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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