Todd Newell
Miller Financial Group · Portland, Oregon
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.
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Specialties
Facts
| Firm | Miller Financial Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Assets under management | $82.8M across 461 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 1005622 |
| Exams passed | Series 63 (1983) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.millerfinancial.biz |
How Todd's firm compares
- Miller Financial Group's average account is about $180,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Todd
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.
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
- Miller Financial Group 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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