James Miller
Blend Wealth · Indianapolis, Indiana
James Miller is a fee-only financial advisor at Blend Wealth in Indianapolis, Indiana, who holds the CFP credential. Blend Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Blend Wealth |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $55.7M across 372 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6108543 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.blendwealth.com |
How James's firm compares
- Blend Wealth's average account is about $150,000, from its Form ADV (assets managed divided by 372 accounts).
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Questions about James
Is James Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Blend Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Blend Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Miller based?
James Miller is based in Indianapolis, Indiana.
What credentials does James Miller hold?
James Miller holds the CFP credential.
Is James Miller registered with the SEC?
Yes. James Miller is registered as an investment adviser representative in IN (CRD 6108543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blend Wealth manage?
Blend Wealth reports $55.7M across 372 accounts in assets under management.
How do I contact James Miller?
Through James's website, www.blendwealth.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
- 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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