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Willie Miles Jr.

Advisor at Miles Wealth Management, L.L.C.

Updated today

Firm

Miles Wealth Management, L.L.C.

Location

Houston, TX

Credentials

CFP®, Series 66

Industry experience

27 years

About

Willie Miles is a CFP® professional with 27 years of industry experience, currently serving as the principal advisor at Miles Wealth Management, L.L.C. in Houston, TX. He previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Miles serves on the board of the Walipp Preparatory Academy School, a charter school and senior living facility in Houston. Miles Wealth Management offers discretionary portfolio management, written financial planning, and general consulting to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to implement investment decisions, using a variety of instruments tailored to client goals and risk tolerance.

Client services

Based on Miles Wealth Management, L.L.C.

Financial planning Portfolio management

Expertise

Based on Miles Wealth Management, L.L.C.

Long-term care insurance Disability insurance Options & derivatives strategies Real estate investing

Fee options

Fixed

Fixed fee financial plans typically range between $1,000 - $5,000

Percentage

1% annually

Project-based

$300 per hour

Other

Account minimum: $500,000

Location

Houston, TX

Most active in

Louisiana · Texas

Work history

Purshe Kaplan Sterling Investments

2013 - 2017 (4 years)

Miles Wealth Management, L.L.C.

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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William Z

Series 65

Houston, TX

Coastal Wealth Management, LP

Wealth management
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Andrew N

Series 65

Houston, TX

Alpha-Tech Investments, LLC

Options & derivatives strategies Passive / index investing Real estate investing
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David B

ChFC®, Series 66

Houston, TX

Decision Tree Advisor

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Stephanie S

CFP®, Series 63

Houston, TX

SM Scherr Financial LLC

General retirement planning Business succession planning General estate planning guidance Charitable giving & philanthropy Income planning Founder/Business Owner
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Orie H

ChFC®, PFS™, Series 65

Houston, TX

Epiphany Wealth Management

Wealth management Passive / index investing

Cameron F

CFP®

Missouri City, TX

Folse Financial

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

General retirement planning Retirement income strategy Income planning Founder/Business Owner HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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