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Griffin Vance Eberly

Advisor at Mills Wealth Advisors, LLC — Southlake, TX

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Southlake, TX 76092

Mills Wealth Advisors, LLC logo

Mills Wealth Advisors, LLC

Team

Total advisors

7

Clients per advisor

64 Typical

Avg AUM per client

$1,108,125 Typical

HNW client ratio

38% Typical

About

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Client services

Based on Mills Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Based on Mills Wealth Advisors, LLC

Equity Recipients (RS/RSU, SOP, ESPP) Tax-loss harvesting Business sale tax planning Business succession planning Private / alternative investments

Occupation focus

Based on Mills Wealth Advisors, LLC

Executive Founder/Business Owner

Demographic focus

Based on Mills Wealth Advisors, LLC

Approaching retirement Retired

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Fee options

Fixed

Financial planning fees range from $3,000 to $10,000; Business planning fees start at $6,000 annually (maximum $24,000). Initial business plan deposit $1,500 non-refundable.

Percentage

Negotiable between 0.5% and 1.5% annually

Commissions

Insurance commissions for fixed insurance products; compensation varies, not specifically quantified in brochure.

Project-based

$300-$500 per hour for consulting services and additional financial planning engagements.

Performance-based

Performance-based fees charged to qualified clients on alternative investments; specifics determined case-by-case.

Other

Account minimum: $500,000

Location

Southlake, TX

1207 South White Chapel Road, Suite 150

Southlake TX 76092

Advisors at this office

7

Most active in

Texas

Work history

< 1 year of industry experience

Mills Wealth Advisors

2026 - Present • 1 year

Southlake, TX

Mary Ellens Tux Shop

2022 - 2026 • 4 years

Lafayette, LA

Marshalls

2020 - 2022 • 2 years

Covington, LA

Christ Episcol School

2016 - 2020 • 4 years

Covington, LA

Disclosures

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

Business activities & affiliations

Vijay D

Series 65

Northlake, TX

Auri Wealth Advisors

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired

Carman K

Series 66, CFP®, ChFC®, Series 7

Fort Worth, TX

Innovative Wealth Building LLC

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

General tax planning Roth conversion strategy Retirement income strategy Retired Entertainment Industry Self-Employed Approaching retirement Retired Gen Y/Millennials (Born 1980-1995)
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John W

Series 63, Series 65, Series 66

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
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