Advisor at Thayer Financial, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thayer Financial, L.L.C.
Location
Hickory, NC 28602
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
Brittney Miller is a CFP® professional with nine years of industry experience, currently serving at Thayer Financial, L.L.C. She has worked at multiple firms including Bragg Financial Advisors Inc and RBC Capital Markets, LLC. Miller holds Series 63 and Series 66 licenses. Thayer Financial serves individuals, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and pension consulting. The firm emphasizes goal-aligned portfolios with a long-term focus and offers educational seminars alongside integrated ancillary services such as tax preparation and estate-document assistance.
Based on Thayer Financial, L.L.C.
Based on Thayer Financial, L.L.C.
Project-based financial planning flat fee ranges from $400 to $30,000; one-time 90-minute focused session $600; pension consulting one-time flat fee $1,500 to $5,000
$0 - $250,000: 1.15% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.95% $1,000,000 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.50% $5,000,000+: 0.30%
$400 per hour for project-based financial planning
Ongoing financial planning fees minimum $10,000 annually, paid quarterly in arrears
Minimum fee: Minimum annual fee of $10,000 for ongoing financial planning; minimum annual fee threshold for wealth management services determined on case-by-case basis Fee-only: Project-based financial planning: hourly rate $400/hr, one-time flat fee $400-$30,000, or 90-minute session $600; ongoing financial planning minimum fee $10,000 annually
439 4 Th Street Sw
Hickory, NC 28602
Texas · West Virginia
Thayer Financial, L.L.C.
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Bragg Financial Advisors Inc
2022 - 2024 (2 years)
Coppell Advisory Solutions LLC, dba Fusion Capital Management
2021 - 2022 (1 year)
Belmont Capital Advisors, Inc
2021 - 2022 (1 year)
Dempsey Lord Smith, LLC
2021 - 2021 (1 year)
RBC Capital Markets, LLC.
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Carolinas Investment Consulting LLC
2019 - 2019 (1 year)
Sable Capital LLC
2018 - 2019 (1 year)
ButcherJoseph Asset Management, LLC
2018 - 2019 (1 year)
Poterack Capital Advisory
2018 - 2018 (1 year)
ButcherJoseph Asset Management, LLC
2018 - 2018 (1 year)
Sable Capital LLC
2018 - 2018 (1 year)
A & F Insurance Advisors LLC
2015 - 2017 (2 years)
Arnett Carbis Toothman Wealth Advisors LLC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 63, Series 66
Granite Falls, NC
Continuum Financial, LLC
Series 63, Series 65
Hickory, NC
Hickory Financial Group, LLC
Series 63, Series 65
Conover, NC
Hammerhead Financial Strategies, LLC
CFP®, ChFC®
Hickory, NC
Thayer Financial, L.L.C.
I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.
CFA®
Hickory, NC
ABS Legacy Partners, LLC
Series 66
Hickory, NC
Fortress Private Ledger, LLC
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