Michael Miller
Capital Planning · Bellevue, Washington
Michael Miller is a fee-only financial advisor at Capital Planning in Bellevue, Washington, who holds the CFP and ChFC credentials. Capital Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Planning |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $617.7M across 1,169 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, WA · CRD 735841 |
| Exams passed | Series 63 (1983) · Series 65 (1993) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | capplanllc.com |
| Profile |
How Michael's firm compares
- Capital Planning's average account is about $528,000, from its Form ADV (assets managed divided by 1,169 accounts).
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Questions about Michael
Is Michael Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Capital Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Capital Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Miller based?
Michael Miller is based in Bellevue, Washington.
What credentials does Michael Miller hold?
Michael Miller holds the CFP and ChFC credentials.
Is Michael Miller registered with the SEC?
Yes. Michael Miller is registered as an investment adviser representative in TX and WA (CRD 735841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Planning manage?
Capital Planning reports $617.7M across 1,169 accounts in assets under management.
How do I contact Michael Miller?
Through Michael's website, capplanllc.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
- 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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