Miller Jones
Dalton Wealth Planners · Dalton, Georgia
Miller Jones is a fee-only financial advisor at Dalton Wealth Planners in Dalton, Georgia, who holds the CFP credential. Dalton Wealth Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dalton Wealth Planners |
|---|---|
| Based in | Dalton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.5M across 13 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 5442936 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.daltonwp.com |
How Miller's firm compares
- Dalton Wealth Planners's average account is about $116,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Miller
Is Miller Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miller holds no broker registration, and Dalton Wealth Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Miller charge for financial advice?
Miller's firm, Dalton Wealth Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Miller Jones based?
Miller Jones is based in Dalton, Georgia.
What credentials does Miller Jones hold?
Miller Jones holds the CFP credential.
Is Miller Jones registered with the SEC?
Yes. Miller Jones is registered as an investment adviser representative in FL and GA (CRD 5442936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dalton Wealth Planners manage?
Dalton Wealth Planners reports $1.5M across 13 accounts in assets under management.
How do I contact Miller Jones?
Through Miller's website, www.daltonwp.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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