Advisor at Premier Southwest Planning Group, LLC
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
Premier Southwest Planning Group, LLC
Location
Scottsdale, AZ
Credentials
PFS™
Industry experience
1 year
Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC and holds the PFS™ designation. He has over 18 years of experience in finance and accounting, including ownership and partnership roles at two CPA firms. Miller currently serves as owner and partner of Miller Wolman CPAs PLLC and StarCross Management LLC, both CPA firms based in Scottsdale, AZ. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm employs a range of investment analyses and regularly uses third-party money managers, offering comprehensive financial planning and specialized analyses with ongoing account reviews.
Based on Premier Southwest Planning Group, LLC
Based on Premier Southwest Planning Group, LLC
Based on Premier Southwest Planning Group, LLC
Between $75 and $4,000
$0 - $10,000,000: 0.75% annually $10,000,000 - $20,000,000: 0.25% annually $20,000,000+: Negotiable
Up to $350 per hour
Scottsdale, AZ
Arizona
Premier Southwest Planning
2024 - Present (2 years)
Miller Wolman PLLC
2022 - Present (4 years)
Jonathan miller CPA PC
2005 - 2021 (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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