Jackson Miller
Fiduciary Benefits Group · San Diego, California
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.
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Specialties
Facts
| Firm | Fiduciary Benefits Group |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $1.07B across 582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6003639 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fiduciarybenefitsgroup.com |
| Profile |
How Jackson's firm compares
- Fiduciary Benefits Group's average account is about $1.8 million, from its Form ADV (assets managed divided by 582 accounts).
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Questions about Jackson
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.
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
- Fiduciary Benefits Group 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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