Firm
Miller Financial Group
Portland, Oregon
Fee-only
Miller Financial Group at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 170 individual clients, 21 of them high net worth.
- Its average account is about $180,000 (assets it manages divided by its 461 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | millerfinancial.biz |
| Phone | (503) 808-9404 |
Miller Financial Group fees
Miller Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $83 million |
| Individual clients | 149 |
| High-net-worth clients | 21 |
| Accounts managed | 461 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-66094) |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 139249 |