Firm
Miller Financial Services
San Juan Capistrano, California
Fee-only
Miller Financial Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 200 individual clients.
- Its average account is about $353,000 (assets it manages divided by its 360 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Juan Capistrano, California |
|---|---|
| Website | millerfinancialservicesinc.com |
| Phone | (949) 218-9419 |
Miller Financial Services fees
Miller Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $127 million |
| Individual clients | 200 |
| Accounts managed | 360 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134912) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 339220 |