# Ross Miller

> Ross Miller is a fee-only financial advisor at ClearPoint Wealth Management in Colleyville, Texas, who holds the CFP and CPA credentials. Ross charges a percentage of assets (1.2% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/ross-miller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** ClearPoint Wealth Management
- **Based in:** Colleyville, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $68.0M across 136 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 7252800 (https://adviserinfo.sec.gov/individual/summary/7252800)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://clearpointwealthmanagement.com

## Frequently asked questions

### Is Ross Miller a fee-only financial advisor?

Yes. Ross Miller is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ross's firm.

### How does Ross charge for financial advice?

Ross charges a percentage of assets.

### How much does Ross charge?

According to ClearPoint Wealth Management's website, checked October 28, 2026: 1.2% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Does Ross work with clients virtually?

Yes. ClearPoint Wealth Management says on its website that it works with clients remotely.

### Where is Ross Miller based?

Ross Miller is based in Colleyville, Texas.

### What does Ross specialize in?

Ross's specialties include retirement planning, tax planning and estate & legacy planning. Ross works with retirees, pre-retirees and mid-life transitions.

### What credentials does Ross Miller hold?

Ross Miller holds the CFP and CPA credentials.

### Is Ross Miller registered with the SEC?

Yes. Ross Miller is registered as an investment adviser representative in TX (CRD 7252800), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does ClearPoint Wealth Management manage?

ClearPoint Wealth Management reports $68.0M across 136 accounts in assets under management.

### How do I contact Ross Miller?

Through Ross's website, clearpointwealthmanagement.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ross-miller-19746): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.clearpointwealthmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.