# Willie Miles

> Willie Miles is a fee-only financial advisor at Miles Wealth Management in Houston, Texas, who holds the CFP credential. Miles Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/willie-miles/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Miles Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.6M across 30 accounts
- **Credentials:** CFP
- **CRD:** 3149869 (https://adviserinfo.sec.gov/individual/summary/3149869)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Willie Miles a fee-only financial advisor?

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

### How does Willie charge for financial advice?

Willie's firm, Miles Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Willie Miles based?

Willie Miles is based in Houston, Texas.

### What credentials does Willie Miles hold?

Willie Miles holds the CFP credential.

### Is Willie Miles registered with the SEC?

Yes. Willie Miles is registered as an investment adviser representative in LA and TX (CRD 3149869), 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 Miles Wealth Management manage?

Miles Wealth Management reports $8.6M across 30 accounts in assets under management.

### How do I contact Willie Miles?

Contact details aren't on file yet. Search for Miles Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3149869): 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

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