Jasmine Miller
Kilter Group · Peoria, Arizona
Jasmine Miller is a fee-only financial advisor at Kilter Group in Peoria, Arizona. Jasmine focuses on small business owners, founders (pre-exit) and tax planning. Kilter Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Physicians
- Tech employees
- Multi-generational families
Facts
| Firm | Kilter Group |
|---|---|
| Based in | Peoria, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $277.4M across 1,085 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6276834 |
| Exams passed | Series 63 (2014) · Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | kiltergroup.com |
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Questions about Jasmine
Is Jasmine Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jasmine holds no broker registration, and Kilter Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jasmine charge for financial advice?
Jasmine's firm, Kilter Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jasmine Miller based?
Jasmine Miller is based in Peoria, Arizona.
What does Jasmine specialize in?
Jasmine's specialties include small business owners, founders (pre-exit), tax planning and estate & legacy planning. Jasmine works with founders, high earners, physicians, tech employees and multi-generational families.
Is Jasmine Miller registered with the SEC?
Yes. Jasmine Miller is registered as an investment adviser representative in AZ and TX (CRD 6276834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kilter Group manage?
Kilter Group reports $277.4M across 1,085 accounts in assets under management.
How do I contact Jasmine Miller?
Through Jasmine's website, kiltergroup.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
- Kilter 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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