Shawn Miller
Sovereign Financial Services · Phoenix, Maryland
Shawn Miller is a fee-only financial advisor at Sovereign Financial Services in Phoenix, Maryland. Shawn charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning and divorce financial planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Sovereign Financial Services |
|---|---|
| Based in | Phoenix, Maryland |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $92.1M across 439 accounts |
| SEC registration | Investment adviser representative in MD, PA · CRD 3241857 |
| Exams passed | Series 63 (1999) · Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sfsadvisers.com |
Request an introduction to Shawn
Tell Shawn a little about what you're looking for. Shawn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shawn
Is Shawn Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Sovereign Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn charges a percentage of assets.
How much does Shawn charge?
According to Sovereign Financial Services's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Shawn Miller based?
Shawn Miller is based in Phoenix, Maryland.
What does Shawn specialize in?
Shawn's specialties include retirement planning and divorce financial planning. Shawn works with divorced individuals.
Is Shawn Miller registered with the SEC?
Yes. Shawn Miller is registered as an investment adviser representative in MD and PA (CRD 3241857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sovereign Financial Services manage?
Sovereign Financial Services reports $92.1M across 439 accounts in assets under management.
How do I contact Shawn Miller?
Through Shawn's website, www.sfsadvisers.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
- Sovereign Financial Services 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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