Scott Miller
Linch Financial · Plano, Texas
Scott Miller is a fee-only financial advisor at Linch Financial in Plano, Texas. Scott charges a percentage of assets (0.25%–2.99% a year of assets managed) and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Facts
| Firm | Linch Financial |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.25%–2.99% a year of assets managed |
| Assets under management | $40.9M across 79 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1693970 |
| Exams passed | Series 63 (1987) · Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.linchfinancial.com |
| Profile |
How Scott's firm compares
- Linch Financial's average account is about $517,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Scott
Is Scott Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Linch Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott charges a percentage of assets.
How much does Scott charge?
According to Linch Financial's website, checked October 30, 2026: 0.25%–2.99% a year of assets managed.
Where is Scott Miller based?
Scott Miller is based in Plano, Texas.
What does Scott specialize in?
Scott's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Scott Miller registered with the SEC?
Yes. Scott Miller is registered as an investment adviser representative in TX (CRD 1693970), 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 Linch Financial manage?
Linch Financial reports $40.9M across 79 accounts in assets under management.
How do I contact Scott Miller?
Through Scott's website, www.linchfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Linch Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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