Lance Miller
Compass Wealth Management · Atlanta, Georgia
Lance Miller is a fee-only financial advisor at Compass Wealth Management in Atlanta, Georgia, who holds the CFP credential. Compass Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Compass Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $307.7M across 773 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6655370 |
| Exams passed | Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | compasswm.net |
How Lance's firm compares
- Compass Wealth Management's average account is about $398,000, from its Form ADV (assets managed divided by 773 accounts).
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Questions about Lance
Is Lance Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Compass Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Compass Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Lance Miller based?
Lance Miller is based in Atlanta, Georgia.
What credentials does Lance Miller hold?
Lance Miller holds the CFP credential.
Is Lance Miller registered with the SEC?
Yes. Lance Miller is registered as an investment adviser representative in GA (CRD 6655370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Wealth Management manage?
Compass Wealth Management reports $307.7M across 773 accounts in assets under management.
How do I contact Lance Miller?
Through Lance's website, compasswm.net.
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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