Advisor at Pathway Financial Advisers, LLC
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Firm
Pathway Financial Advisers, LLC
Location
Auburn, IN 46706
Credentials
Series 65
Industry experience
11 years
Austin Miller is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 designation and 11 years of industry experience. He has been with Pathway Financial Advisers since 2014 and concurrently serves as a 50% partner in Pfister & Miller Inc, an accounting and tax practice. Outside of financial advising, Miller is part owner of a grain farming business, Lace & Ace Farms, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across about 759 client relationships, employing both fundamental and technical analysis in its investment approach and offering services that include acting as an ERISA fiduciary when engaged.
Based on Pathway Financial Advisers, LLC
Based on Pathway Financial Advisers, LLC
$0 - $500,000: 0.8% $500,000 - $1,000,000: 0.6% $1,000,000 - $2,000,000: 0.4% $2,000,000+: 0.2%
$150 per hour
Fee-only: Hourly fee $150; fees negotiable; financial planning hourly fees $150
4571 County Road 35
Auburn, IN 46706
Indiana
Pathway Financial Advisers, LLC
2014 - Present (12 years)
Pfister & Miller Inc
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Auburn, IN
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CFP®, Series 63, Series 65
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Wealth Advisors Group
Series 65
Kendallville, IN
AMI Investment Management Inc
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
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