Michael Miller
Miller Premier Investment Planning · Mansfield, Texas
Michael Miller is a fee-only financial advisor at Miller Premier Investment Planning in Mansfield, Texas, who holds the CFP credential. Miller Premier Investment Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Michael →
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Miller Premier Investment Planning |
|---|---|
| Based in | Mansfield, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $22.7M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2564483 |
| Exams passed | Series 63 (1994) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.feeonlyretirement.com |
| Profile |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
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 Miller Premier Investment 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, Miller Premier Investment Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Michael charge?
According to Miller Premier Investment Planning's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Michael Miller based?
Michael Miller is based in Mansfield, Texas.
What credentials does Michael Miller hold?
Michael Miller holds the CFP credential.
Is Michael Miller registered with the SEC?
Yes. Michael Miller is registered as an investment adviser representative in TX (CRD 2564483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Premier Investment Planning manage?
Miller Premier Investment Planning reports $22.7M across 53 accounts in assets under management.
How do I contact Michael Miller?
Through Michael's website, www.feeonlyretirement.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
- Miller Premier Investment Planning 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.
See something wrong? Request a correction. Read our methodology.