Stuart Park
Park Miller · Walnut Creek, California
Stuart Park is a fee-only financial advisor at Park Miller in Walnut Creek, California. Stuart focuses on estate & legacy planning and family wealth transfer. Park Miller reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Park Miller |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $339.8M across 223 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1486997 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.parkmiller.com |
How Stuart's firm compares
- Park Miller's average account is about $1.5 million, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Stuart
Is Stuart Park a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stuart holds no broker registration, and Park Miller reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stuart charge for financial advice?
Stuart's firm, Park Miller, reports charging a percentage of assets on its SEC Form ADV.
Where is Stuart Park based?
Stuart Park is based in Walnut Creek, California.
What does Stuart specialize in?
Stuart's specialties include estate & legacy planning and family wealth transfer. Stuart works with multi-generational families.
Is Stuart Park registered with the SEC?
Yes. Stuart Park is registered as an investment adviser representative in CA (CRD 1486997), 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 Park Miller manage?
Park Miller reports $339.8M across 223 accounts in assets under management.
How do I contact Stuart Park?
Through Stuart's website, www.parkmiller.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
- Park Miller 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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