# Jake Miller

> Jake Miller is a fee-only financial advisor at Rosemeyer Management Group in Platteville, Wisconsin. Jake focuses on retirement planning, tax planning and estate & legacy planning. Rosemeyer Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Rosemeyer Management Group
- **Based in:** Platteville, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $914.0M across 1,170 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8312101 (https://adviserinfo.sec.gov/individual/summary/8312101)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2026)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.rosemeyermg.com

## Frequently asked questions

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

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

### How does Jake charge for financial advice?

Jake's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jake Miller based?

Jake Miller is based in Platteville, Wisconsin.

### What does Jake specialize in?

Jake's specialties include retirement planning, tax planning and estate & legacy planning. Jake works with retirees and pre-retirees.

### Is Jake Miller registered with the SEC?

Yes. Jake Miller is registered as an investment adviser representative in WI (CRD 8312101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rosemeyer Management Group manage?

Rosemeyer Management Group reports $914.0M across 1,170 accounts in assets under management.

### How do I contact Jake Miller?

Through Jake's website, www.rosemeyermg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8312101): 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://rosemeyermg.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.