Willie Miles
Miles Wealth Management · Houston, Texas
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.
Request an introduction to Willie →
Facts
| Firm | Miles Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.6M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 3149869 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Willie's firm compares
- Miles Wealth Management's average account is about $287,000, from its Form ADV (assets managed divided by 30 accounts).
Request an introduction to Willie
Tell Willie a little about what you're looking for. Willie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Willie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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.
See something wrong? Request a correction. Read our methodology.