Elizabeth Miller
Summit Place Financial Advisors · Summit, New Jersey
Elizabeth Miller is a fee-only financial advisor at Summit Place Financial Advisors in Summit, New Jersey, who holds the CFA and CFP credentials. Summit Place Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Summit Place Financial Advisors |
|---|---|
| Based in | Summit, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $300.4M across 335 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NJ, NY · CRD 1985197 |
| Exams passed | Series 65 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Elizabeth's firm compares
- Summit Place Financial Advisors's average account is about $897,000, from its Form ADV (assets managed divided by 335 accounts).
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Questions about Elizabeth
Is Elizabeth Miller a fee-only financial advisor?
Yes. Elizabeth Miller is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Summit Place Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Elizabeth Miller based?
Elizabeth Miller is based in Summit, New Jersey.
What credentials does Elizabeth Miller hold?
Elizabeth Miller holds the CFA and CFP credentials.
Is Elizabeth Miller registered with the SEC?
Yes. Elizabeth Miller is registered as an investment adviser representative in NJ and NY (CRD 1985197), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Summit Place Financial Advisors manage?
Summit Place Financial Advisors reports $300.4M across 335 accounts in assets under management.
How do I contact Elizabeth Miller?
Contact details aren't on file yet. Search for Summit Place Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Summit
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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