Marcus Miller
Mainstay Capital LLC · Lakeland, Florida
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.
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Specialties
Who they serve
- Physicians
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $5.9M across 134 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7339646 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mainstay-capital.com |
| Profile |
How Marcus's firm compares
- Ongoing planning starts at $2,400 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $1,200, below the Florida median of $2,500 for fee-only firms that publish prices.
- Mainstay Capital LLC's average account is about $44,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Marcus
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mainstay Capital LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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