Megan Miller
Towerpoint Wealth · Sacramento, California
Megan Miller is a fee-only financial advisor at Towerpoint Wealth in Sacramento, California. Megan charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1.3% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and sustainable & impact investing.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Ultra high net worth
- Divorced individuals
Facts
| Firm | Towerpoint Wealth |
|---|---|
| Based in | Sacramento, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1.3% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $561.3M across 1,475 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7677429 |
| Exams passed | Series 63 (2024) · Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.towerpointwealth.com |
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Questions about Megan
Is Megan Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Towerpoint Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Megan charge for financial advice?
Megan charges a percentage of assets and a one-time planning fee.
How much does Megan charge?
According to Towerpoint Wealth's website, checked October 30, 2026: one-time plans from $2,500; 1.3% a year on the first tier of assets managed.
Where is Megan Miller based?
Megan Miller is based in Sacramento, California.
What does Megan specialize in?
Megan's specialties include retirement planning, equity compensation, sustainable & impact investing, estate & legacy planning and tax planning. Megan works with retirees, pre-retirees, executives, ultra high net worth and divorced individuals.
Is Megan Miller registered with the SEC?
Yes. Megan Miller is registered as an investment adviser representative in CA (CRD 7677429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Towerpoint Wealth manage?
Towerpoint Wealth reports $561.3M across 1,475 accounts in assets under management.
How do I contact Megan Miller?
Through Megan's website, www.towerpointwealth.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
- Towerpoint Wealth 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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