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Fredric William Miller

Advisor at Virtue Capital Management, LLC — Manassas, VA

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Manassas, VA 20110

Virtue Capital Management, LLC logo

Virtue Capital Management, LLC

Multi-team

Total advisors

88

Across 77 offices

Clients per advisor

65 High

Avg AUM per client

$225,128 Very Low

HNW client ratio

1% Very Low

About

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

Client services

Based on Virtue Capital Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Virtue Capital Management, LLC

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning

Occupation focus

Based on Virtue Capital Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fee for financial planning ranges typically from $1,000 to $15,000 depending on complexity.

Percentage

1.00% to 1.95% annually

Commissions

Certain advisory professionals may receive commissions for sale of mutual funds, insurance products, and fixed indexed annuities.

Project-based

Hourly financial planning fees generally between $100 and $300 per hour.

Subscriptions

Subscription fees may apply for some financial planning or consulting services; Technology fee of $8 per month per account; Operational support fee of $5 per month for non-VCM approved strategies.

Other

Account minimum: $1,000 Fee-only: Financial planning fees: fixed fees typically range from $1,000 to $15,000; hourly fees range from $100 to $300 per hour; subscription fees may apply for some financial planning services.

Location

See office

Manassas, VA

8805 Sudley Road, Suite 102

Manassas VA 20110

Advisors at this office

1

Most active in

Florida · Texas · Virginia

Work history

13 years of industry experience

Virtue Capital Management, LLC

2022 - Present • 4 years

Brentwood, TN

Horter Investment Management, LLC

2013 - 2022 • 9 years

Cincinnati, OH

Fredric W. Miller Dba Rick Miller & Associates

2001 - 2020 • 19 years

Manassas, VA

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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David S

Series 65, Series 63, Series 7, AIF®, CMFC®

McLean, VA

Fedwise Advisors

David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

General retirement planning Retirement income strategy General tax planning General estate planning guidance Roth conversion strategy Retired Government Employee Approaching retirement Retired
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Girish G

Series 65

Chantilly, VA

Magnus Financials LLC

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Business exit / sale strategy Founder/Business Owner Self-Employed
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

Justin Zakia is a financial advisor at Solution Factory, LLC with a Series 65 designation and three years of industry experience. He has held positions at OrthoVirginia, Inc. and The GW Medical Faculty Associates before founding Solution Factory in 2022. Outside of financial advising, Zakia serves as Chief Executive Officer of Fairfax Radiology, LLC, a medical screening and diagnostic testing company. Solution Factory provides customized investment management and financial planning services to individuals, families, trusts, estates, and small businesses, emphasizing an asset-allocation approach informed by economic analysis and client-specific factors. The firm typically manages portfolios on a discretionary basis and offers periodic portfolio reviews and educational workshops for clients.

General tax planning Cash flow / budgeting
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Robert K

PFS™, Series 65

Fairfax, VA

Auburn Skies Financial Advisors

Robert Krueger is a financial advisor at Auburn Skies Financial Advisors with 20 years of industry experience. He holds a PFS™ designation and a Series 65 license. Prior to founding Auburn Skies Financial Advisors in 2025, he spent six years at Alexander Randolph Advisory Inc. and has been associated with Alexander Randolph Inc. since 2000, where he is also a partner and stockholder involved in tax and accounting services. Auburn Skies Financial Advisors is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, with an investment approach that combines passive and active strategies based on asset allocation and modern portfolio theory.

Business sale tax planning Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Bryan T

Series 65

Oak Hill, VA

Financial Solutions, LLC

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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