# Jackson Miller

> Jackson Miller is a fee-only financial advisor at Fiduciary Benefits Group in San Diego, California, who holds the CFP credential. Jackson charges a flat fee or retainer and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jackson-miller/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fiduciary Benefits Group
- **Based in:** San Diego, California
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.07B across 582 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6003639 (https://adviserinfo.sec.gov/individual/summary/6003639)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.fiduciarybenefitsgroup.com

## Frequently asked questions

### Is Jackson Miller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Fiduciary Benefits Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jackson charge for financial advice?

Jackson charges a flat fee or retainer.

### Where is Jackson Miller based?

Jackson Miller is based in San Diego, California.

### What does Jackson specialize in?

Jackson's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jackson Miller hold?

Jackson Miller holds the CFP credential.

### Is Jackson Miller registered with the SEC?

Yes. Jackson Miller is registered as an investment adviser representative in CA and TX (CRD 6003639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fiduciary Benefits Group manage?

Fiduciary Benefits Group reports $1.07B across 582 accounts in assets under management.

### How do I contact Jackson Miller?

Through Jackson's website, www.fiduciarybenefitsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6003639): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fiduciarybenefitsgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.