Miles Putnam
Provident Investment Management · Novi, Michigan
Miles Putnam is a fee-only financial advisor at Provident Investment Management in Novi, Michigan, who holds the CFA credential. Miles focuses on family wealth transfer. Provident Investment Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Provident Investment Management |
|---|---|
| Based in | Novi, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.13B across 910 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI, TX · CRD 5895626 |
| Exams passed | Series 65 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.investprovident.com |
How Miles's firm compares
- Provident Investment Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 910 accounts).
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Questions about Miles
Is Miles Putnam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miles holds no broker registration, and Provident Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Miles charge for financial advice?
Miles's firm, Provident Investment Management, reports charging a percentage of assets on its SEC Form ADV.
How much does Miles charge?
According to Provident Investment Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does Miles work with clients virtually?
Yes. Provident Investment Management says on its website that it works with clients remotely.
Where is Miles Putnam based?
Miles Putnam is based in Novi, Michigan.
What does Miles specialize in?
Miles's specialties include family wealth transfer. Miles works with multi-generational families.
What credentials does Miles Putnam hold?
Miles Putnam holds the CFA credential.
Is Miles Putnam registered with the SEC?
Yes. Miles Putnam is registered as an investment adviser representative in MI and TX (CRD 5895626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Provident Investment Management manage?
Provident Investment Management reports $1.13B across 910 accounts in assets under management.
How do I contact Miles Putnam?
Through Miles's website, www.investprovident.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
- Provident Investment Management 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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