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Arron Preston Miller

Advisor at Kestra Advisory — Marysville, OH

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Marysville, OH

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,447

Across 540 offices

Clients per advisor

80 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Arron Miller is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined Kestra in 2025 and previously worked in the pharmaceutical industry with firms including Amgen and Salix Pharmaceuticals. Outside of advisory services, Miller is involved in real estate investment through several entities focusing on property repairs and resales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and a range of investment management solutions supported by due diligence, serving clients such as large institutional investors and sovereign wealth funds.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Marysville, OH

Marysville OH

Advisors at this office

1

Most active in

California · Ohio

Work history

< 1 year of industry experience

Kestra Advisory

2025 - Present • 1 year

Marysville, OH

Kestra Investment Services, LLc

2025 - Present • 1 year

Marysville, OH

Amgen

2023 - 2025 • 2 years

Columbus, OH

Castle Biosciences

2022 - 2023 • 1 year

Peoria, AZ

Salix Pharmacueticals

2019 - 2022 • 3 years

Peoria, AZ

Dentsply Sirona

2013 - 2019 • 6 years

Peoria, AZ

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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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Michael Steele is the sole advisor at Steele Investment Counsel, Ltd. in Columbus, Ohio, holding a Series 65 designation and bringing 37 years of industry experience. He has led Steele Investment Counsel since 2001. Steele Investment Counsel, Ltd. is an independent, state-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management combining fundamental and technical analysis across various strategies while restricting the use of short sales, margin, and option writing, and it emphasizes institutional-level service despite its solo-advisor structure.

Active portfolio management
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Michael S

Series 65

Dublin, OH

Alaminos Wealth Planning

Michael Sommer is the sole advisor at Alaminos Wealth Planning, holding a Series 65 registration with one year of industry experience. His prior work includes roles at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. He is also the principal of Perugia Insights LLC, an independent corporate finance consulting firm serving non-financial clients on a project basis. Alaminos Wealth Planning is a fee-only investment adviser serving individuals, high-net-worth clients, and organizations. The firm combines fundamental and cyclical analysis within a modern portfolio theory framework, using both passive and active investment vehicles and discretionary management when engaged.

Cash flow / budgeting Retirement income strategy Equity compensation tax strategy College savings (529s, UTMA, etc.) General tax planning
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Scott D

Series 65

Plain City, OH

Darby Creek Financial Advisors LLC

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

Tax-loss harvesting
user avatar

Lawrence Z

Series 65

Dublin, OH

Zimmerman Advisory Group, LLC

Lawrence Zimmerman is the sole advisor at Zimmerman Advisory Group, LLC in Dublin, OH, holding a Series 65 designation with 18 years of industry experience. He previously worked at Carl Zimmerman Financial Services, LLC for 10 years and has been self-employed since 1989. Zimmerman Advisory Group provides fee-based financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a consultative, client-tailored approach that includes direct portfolio management and referrals to third-party managers, along with educational workshops on retirement topics.

ESG / Sustainable investing Options & derivatives strategies Wealth management
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James A

Series 63, Series 65

Dublin, OH

Runnymede Capital Advisors, Inc.

James Arnold is the sole advisor at Runnymede Capital Advisors, Inc. in Dublin, Ohio, holding Series 63 and Series 65 designations with 22 years of industry experience. He has led Runnymede Capital Advisors since its founding in 2003. Outside of his advisory role, Arnold owns and manages a property rental business. Runnymede Capital Advisors provides discretionary portfolio management and financial planning primarily for individuals, families, and some charitable organizations. The firm employs a tailored approach that includes equities, fixed income, mutual funds, ETFs, and derivative strategies such as covered calls and buffered ETFs, distinguishing itself by incorporating options and serving tax-exempt clients.

Options & derivatives strategies Private / alternative investments
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