Kim Miller
Viewpoint Advisory · Meridian, Idaho
Kim Miller is a fee-only financial advisor at Viewpoint Advisory in Meridian, Idaho. Kim charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | Viewpoint Advisory |
|---|---|
| Based in | Meridian, Idaho |
| Fee model | Percentage of assets |
| Assets under management | $103.3M across 187 accounts |
| SEC registration | Investment adviser representative in ID, TX, WA · CRD 4488984 |
| Exams passed | Series 63 (2013) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.viewpointadvisory.com |
| Profile |
How Kim's firm compares
- Viewpoint Advisory's average account is about $552,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Kim
Is Kim Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kim holds no broker registration, and Viewpoint Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kim charge for financial advice?
Kim charges a percentage of assets.
Where is Kim Miller based?
Kim Miller is based in Meridian, Idaho.
What does Kim specialize in?
Kim's specialties include retirement planning.
Is Kim Miller registered with the SEC?
Yes. Kim Miller is registered as an investment adviser representative in ID, TX and WA (CRD 4488984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Viewpoint Advisory manage?
Viewpoint Advisory reports $103.3M across 187 accounts in assets under management.
How do I contact Kim Miller?
Through Kim's website, www.viewpointadvisory.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
- Viewpoint Advisory 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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