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John Miller

Advisor at Longview Advisors, LLC

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Longview Advisors, LLC logo

Firm

Longview Advisors, LLC

Location

Newton, KS 67114

Credentials

CFP®, Series 65

Industry experience

12 years

About

John Miller is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Longview Advisors, LLC since 2016, where he is the sole advisor. Outside of his advisory role, he serves as treasurer for his family's grain production farm. Longview Advisors is a fee-only independent firm serving individuals, retirement plans, trusts, and charitable organizations. The firm integrates investment strategy with financial planning using a passive, asset-class diversification approach and offers various structured planning frameworks under a fiduciary standard.

Client services

Based on Longview Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Longview Advisors, LLC

Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Project-based

Financial Planning services charged at $325 per hour with a 4-hour minimum

Other

Minimum fee: Wealth Management Retainer fee ranging from $12,000 to $50,000 annually Fee-only: Wealth Management Retainer fee ($12,000 - $50,000 annually), Hourly Financial Planning fees ($325/hour with 4-hour minimum)

Location

301 N. Main Street, Suite 201

Newton, KS 67114

Most active in

Kansas · Texas

Work history

Longview Advisors,LLC

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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