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Michael Miller

Advisor at Miller Premier Investment Planning LLC

Updated today
Miller Premier Investment Planning LLC logo

Firm

Miller Premier Investment Planning LLC

Location

Mansfield, TX

Credentials

CFP®, Series 63, Series 65

Industry experience

20 years

About

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

Client services

Based on Miller Premier Investment Planning LLC

Financial planning Portfolio management

Expertise

Based on Miller Premier Investment Planning LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning

Fee options

Fixed

Financial planning services quoted on a flat fee or annual retainer basis, ranging from $1,800 to $5,000 depending on complexity.

Percentage

$0 - $1,000,000: 2% $1,000,001+: 1%

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $10,000 for clients on retainer including ongoing discretionary investment management services. Fee-only: Financial planning fees range from $1,800 to $5,000 depending on complexity; flat fees or annual retainers for financial planning services.

Location

Mansfield, TX

Most active in

Texas

Work history

Miller Premier Investment Planning, Llc

2007 - Present (19 years)

Disclosures

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

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Founder/Business Owner Christian Faith Based
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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Colby V

Series 63, Series 65

Arlington, TX

F3 Wealth Management, LLC

Long-term care insurance Disability insurance Life insurance needs analysis
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Robert H

Series 63, Series 66

Fort Worth, TX

Helm Investment

Private / alternative investments Options & derivatives strategies
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Douglas R

CFP®, Series 63, Series 65

Midlothian, TX

Clearwater Wealth Management

Cash flow / budgeting Options & derivatives strategies
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