William Miller
PROFi - The Professional Financial Company · Orem, Utah
William Miller is a fee-only financial advisor at PROFi - The Professional Financial Company in Orem, Utah, who holds the CFP credential. William charges a percentage of assets (1.5% a year on the first tier of assets managed).
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Facts
| Firm | PROFi - The Professional Financial Company |
|---|---|
| Based in | Orem, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $246.1M across 575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 5844796 |
| Exams passed | Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | thepfc.com |
How William's firm compares
- PROFi - The Professional Financial Company's average account is about $428,000, from its Form ADV (assets managed divided by 575 accounts).
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Questions about William
Is William Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and PROFi - The Professional Financial Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a percentage of assets.
How much does William charge?
According to PROFi - The Professional Financial Company's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is William Miller based?
William Miller is based in Orem, Utah.
What credentials does William Miller hold?
William Miller holds the CFP credential.
Is William Miller registered with the SEC?
Yes. William Miller is registered as an investment adviser representative in TX and UT (CRD 5844796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PROFi - The Professional Financial Company manage?
PROFi - The Professional Financial Company reports $246.1M across 575 accounts in assets under management.
How do I contact William Miller?
Through William's website, thepfc.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
- PROFi - The Professional Financial Company 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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