Eaton Miller
PlanWell Financial Guidance · Hayfield, Minnesota
Eaton Miller is a fee-only financial advisor at PlanWell Financial Guidance in Hayfield, Minnesota, who holds the CFP credential. Eaton charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on retirement planning and divorce financial planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
- Mid-life transitions
- Founders
Facts
| Firm | PlanWell Financial Guidance |
|---|---|
| Based in | Hayfield, Minnesota |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year |
| Accepting new clients | Not currently |
| Assets under management | $55.6M across 366 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 4753757 |
| Exams passed | Series 63 (2004) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | planwell.financial |
| Profile |
How Eaton's firm compares
- Ongoing planning starts at $3,000 a year, above the Minnesota median of $2,100 for fee-only firms that publish prices.
- PlanWell Financial Guidance's average account is about $152,000, from its Form ADV (assets managed divided by 366 accounts).
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Questions about Eaton
Is Eaton Miller a fee-only financial advisor?
Yes. Eaton Miller is listed in 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 Eaton's firm.
How does Eaton charge for financial advice?
Eaton charges a flat fee or retainer and an ongoing planning fee.
How much does Eaton charge?
According to PlanWell Financial Guidance's website, checked October 28, 2026: ongoing planning from $3,000 a year.
Where is Eaton Miller based?
Eaton Miller is based in Hayfield, Minnesota.
What does Eaton specialize in?
Eaton's specialties include retirement planning and divorce financial planning. Eaton works with retirees, pre-retirees, divorced individuals, mid-life transitions and founders.
What credentials does Eaton Miller hold?
Eaton Miller holds the CFP credential.
Is Eaton Miller registered with the SEC?
Yes. Eaton Miller is registered as an investment adviser representative in MN (CRD 4753757), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does PlanWell Financial Guidance manage?
PlanWell Financial Guidance reports $55.6M across 366 accounts in assets under management.
How do I contact Eaton Miller?
Through Eaton's website, planwell.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- PlanWell Financial Guidance 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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