Miller Financial Planning, LLC

Miller Financial Planning, LLC (CRD# 134942) is a financial advisory firm headquartered in Alpine, CA. They manage $8,069,280 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $403,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Miller Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott E. Cline
CRD#: 4963332
2241 W. Victoria Drive, Alpine, CA 91901
93
Wealthminder
score

Scott Cline (CRD# 4963332) is an Investment Advisor Representative working at Miller Financial Planning, LLC in Alpine, CA and has over 11 years of experience in the finance industry.

2
Thomas F. Miller
CRD#: 4956732
2241 W. Victoria Drive, Alpine, CA 91901
93
Wealthminder
score

Thomas Miller (CRD# 4956732) is an Investment Advisor Representative working at Miller Financial Planning, LLC in Alpine, CA and has over 11 years of experience in the finance industry.

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