Steven Miller
Trebuchet Consulting · Pittsburgh, Pennsylvania
Steven Miller is a fee-only financial advisor at Trebuchet Consulting in Pittsburgh, Pennsylvania. Steven focuses on estate & legacy planning, tax planning and family wealth transfer. Trebuchet Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Trebuchet Consulting |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.08B across 1,026 accounts |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 2616349 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trebuchetconsultingllc.com |
| Profile |
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Questions about Steven
Is Steven Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Trebuchet Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Trebuchet Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Miller based?
Steven Miller is based in Pittsburgh, Pennsylvania.
What does Steven specialize in?
Steven's specialties include estate & legacy planning, tax planning and family wealth transfer. Steven works with executives and retirees.
Is Steven Miller registered with the SEC?
Yes. Steven Miller is registered as an investment adviser representative in CA, PA and TX (CRD 2616349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trebuchet Consulting manage?
Trebuchet Consulting reports $1.08B across 1,026 accounts in assets under management.
How do I contact Steven Miller?
Through Steven's website, www.trebuchetconsultingllc.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
- Trebuchet Consulting 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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