# Marcus Miller

> Marcus Miller is a fee-only financial advisor at Mainstay Capital LLC in Lakeland, Florida, who holds the CFP credential. Marcus charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $1,200) and focuses on physicians & residents, small business owners and student loans.

Page: https://find.wellspent.co/advisors/marcus-miller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mainstay Capital LLC
- **Based in:** Lakeland, Florida
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $1,200; 0.3% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.9M across 134 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Small business owners, Student loans, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Physicians, Early-career professionals
- **CRD:** 7339646 (https://adviserinfo.sec.gov/individual/summary/7339646)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://mainstay-capital.com

## Frequently asked questions

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

Yes. Marcus Miller is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marcus's firm.

### How does Marcus charge for financial advice?

Marcus charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Marcus charge?

According to Mainstay Capital LLC's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $1,200; 0.3% a year on the first tier of assets managed.

### Does Marcus work with clients virtually?

Yes. Mainstay Capital LLC says on its website that it works with clients remotely.

### Where is Marcus Miller based?

Marcus Miller is based in Lakeland, Florida.

### What does Marcus specialize in?

Marcus's specialties include physicians & residents, small business owners, student loans, retirement planning, tax planning and estate & legacy planning. Marcus works with physicians and early-career professionals.

### What credentials does Marcus Miller hold?

Marcus Miller holds the CFP credential.

### Is Marcus Miller registered with the SEC?

Yes. Marcus Miller is registered as an investment adviser representative in FL and TX (CRD 7339646), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mainstay Capital LLC manage?

Mainstay Capital LLC reports $5.9M across 134 accounts in assets under management.

### How do I contact Marcus Miller?

Through Marcus's website, mainstay-capital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48962): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mainstay-capital.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.