Erik Miller
Interactive Wealth Advisors · Portland, Oregon
Erik Miller is a fee-only financial advisor at Interactive Wealth Advisors in Portland, Oregon, who holds the CFP credential. Erik charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Interactive Wealth Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $91.3M across 224 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 1835810 |
| Exams passed | Series 63 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.interactive-wealth.com |
| Profile |
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Questions about Erik
Is Erik Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Interactive Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik charges a percentage of assets.
How much does Erik charge?
According to Interactive Wealth Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Erik Miller based?
Erik Miller is based in Portland, Oregon.
What does Erik specialize in?
Erik's specialties include retirement planning. Erik works with executives.
What credentials does Erik Miller hold?
Erik Miller holds the CFP credential.
Is Erik Miller registered with the SEC?
Yes. Erik Miller is registered as an investment adviser representative in OR, TX and WA (CRD 1835810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Interactive Wealth Advisors manage?
Interactive Wealth Advisors reports $91.3M across 224 accounts in assets under management.
How do I contact Erik Miller?
Through Erik's website, www.interactive-wealth.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
- Interactive Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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