Ross Miller
ClearPoint Wealth Management · Colleyville, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $68.0M across 136 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX · CRD 7252800 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | clearpointwealthmanagement.com |
| Profile |
How Ross's firm compares
- ClearPoint Wealth Management's average account is about $500,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Ross
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Colleyville
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- ClearPoint Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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