Richard Miller
Richard Miller Financial Services · Zanesville, Ohio
Richard Miller is a fee-only financial advisor at Richard Miller Financial Services in Zanesville, Ohio, who holds the ChFC credential. Richard Miller Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Richard Miller Financial Services |
|---|---|
| Based in | Zanesville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.4M across 86 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OH · CRD 4275076 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Richard's firm compares
- Richard Miller Financial Services's average account is about $97,000, from its Form ADV (assets managed divided by 86 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 Richard Miller Financial Services 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, Richard Miller Financial Services, 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 Zanesville, Ohio.
What credentials does Richard Miller hold?
Richard Miller holds the ChFC credential.
Is Richard Miller registered with the SEC?
Yes. Richard Miller is registered as an investment adviser representative in OH (CRD 4275076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Richard Miller Financial Services manage?
Richard Miller Financial Services reports $8.4M across 86 accounts in assets under management.
How do I contact Richard Miller?
Contact details aren't on file yet. Search for Richard Miller Financial Services.
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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