Mills Wealth Advisors, LLC
Mills Wealth Advisors, LLC (CRD# 159251) is a financial advisory firm headquartered in Southlake, TX. They manage $114,865,128 in 224 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$512,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CO, LA, TX, VA
Michael Mills (CRD# 3049166) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 19 years of experience in the finance industry. Michael Mills has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Brown (CRD# 6245624) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 4 years of experience in the finance industry.
Stephen Hozie (CRD# 6880294) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.