Sharon Miller
Financial Rounds · Cincinnati, Ohio
Sharon Miller is a fee-only financial advisor at Financial Rounds in Cincinnati, Ohio, who holds the CFP credential. Sharon charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on physicians & residents and student loans.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Financial Rounds |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year |
| Assets under management | $211.3M across 610 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 1314119 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.financialrounds.com |
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Questions about Sharon
Is Sharon Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sharon holds no broker registration, and Financial Rounds reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sharon charge for financial advice?
Sharon charges an ongoing planning fee.
How much does Sharon charge?
According to Financial Rounds's website, checked October 30, 2026: ongoing planning from $6,000 a year.
Where is Sharon Miller based?
Sharon Miller is based in Cincinnati, Ohio.
What does Sharon specialize in?
Sharon's specialties include physicians & residents and student loans. Sharon works with physicians.
What credentials does Sharon Miller hold?
Sharon Miller holds the CFP credential.
Is Sharon Miller registered with the SEC?
Yes. Sharon Miller is registered as an investment adviser representative in KY, OH and TX (CRD 1314119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Rounds manage?
Financial Rounds reports $211.3M across 610 accounts in assets under management.
How do I contact Sharon Miller?
Through Sharon's website, www.financialrounds.com.
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
- Financial Rounds 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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