# Timothy Letter

> Timothy Letter is a fee-only financial advisor at Miller Investment Management in West Conshohocken, Pennsylvania. Timothy focuses on sustainable & impact investing. Miller Investment Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/timothy-letter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Miller Investment Management
- **Based in:** West Conshohocken, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $7.10B across 308 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 1896754 (https://adviserinfo.sec.gov/individual/summary/1896754)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1996), Series 65 (1999)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.millerinv.com

## Frequently asked questions

### Is Timothy Letter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Miller Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Timothy charge for financial advice?

Timothy's firm, Miller Investment Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Timothy Letter based?

Timothy Letter is based in West Conshohocken, Pennsylvania.

### What does Timothy specialize in?

Timothy's specialties include sustainable & impact investing.

### Is Timothy Letter registered with the SEC?

Yes. Timothy Letter is registered as an investment adviser representative in PA (CRD 1896754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Miller Investment Management manage?

Miller Investment Management reports $7.10B across 308 accounts in assets under management.

### How do I contact Timothy Letter?

Through Timothy's website, www.millerinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1896754): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.millerinv.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.