# Todd Newell

> Todd Newell is a fee-only financial advisor at Miller Financial Group in Portland, Oregon. Todd charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Miller Financial Group
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $82.8M across 461 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 1005622 (https://adviserinfo.sec.gov/individual/summary/1005622)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 63 (1983), Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.millerfinancial.biz

## Frequently asked questions

### Is Todd Newell a fee-only financial advisor?

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

### How does Todd charge for financial advice?

Todd charges a percentage of assets.

### Where is Todd Newell based?

Todd Newell is based in Portland, Oregon.

### What does Todd specialize in?

Todd's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Todd Newell registered with the SEC?

Yes. Todd Newell is registered as an investment adviser representative in OR, TX and WA (CRD 1005622), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Miller Financial Group manage?

Miller Financial Group reports $82.8M across 461 accounts in assets under management.

### How do I contact Todd Newell?

Through Todd's website, www.millerfinancial.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1005622): 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.millerfinancial.biz/): 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.