Matthew Miller
Armor Investment Advisors · Raleigh, North Carolina
Matthew Miller is a fee-only financial advisor at Armor Investment Advisors in Raleigh, North Carolina, who holds the CFP credential. Matthew focuses on retirement planning, tax planning and estate & legacy planning. Armor Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Armor Investment Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $356.0M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 5378097 |
| Exams passed | Series 63 (2007) · Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.armorinvestmentadvisors.com |
How Matthew's firm compares
- Armor Investment Advisors's average account is about $1.7 million, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Matthew
Is Matthew Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Armor Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Armor Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Miller based?
Matthew Miller is based in Raleigh, North Carolina.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Matthew works with retirees.
What credentials does Matthew Miller hold?
Matthew Miller holds the CFP credential.
Is Matthew Miller registered with the SEC?
Yes. Matthew Miller is registered as an investment adviser representative in NC and TX (CRD 5378097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Armor Investment Advisors manage?
Armor Investment Advisors reports $356.0M across 206 accounts in assets under management.
How do I contact Matthew Miller?
Through Matthew's website, www.armorinvestmentadvisors.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
- Armor Investment Advisors 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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