Richard Miller
Compass Private Wealth Consulting · Prior Lake, Minnesota
Richard Miller is a fee-only financial advisor at Compass Private Wealth Consulting in Prior Lake, Minnesota, who holds the CFP and PFS credentials. Compass Private Wealth Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Compass Private Wealth Consulting |
|---|---|
| Based in | Prior Lake, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.8M across 88 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in MN · CRD 3086878 |
| Exams passed | Series 63 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Richard's firm compares
- Compass Private Wealth Consulting's average account is about $225,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Richard
Is Richard Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Compass Private Wealth Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Compass Private Wealth Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Miller based?
Richard Miller is based in Prior Lake, Minnesota.
What credentials does Richard Miller hold?
Richard Miller holds the CFP and PFS credentials.
Is Richard Miller registered with the SEC?
Yes. Richard Miller is registered as an investment adviser representative in MN (CRD 3086878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Private Wealth Consulting manage?
Compass Private Wealth Consulting reports $19.8M across 88 accounts in assets under management.
How do I contact Richard Miller?
Contact details aren't on file yet. Search for Compass Private Wealth Consulting.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Prior Lake
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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