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Maynard L Miller Jr.

Advisor at Guardian Life — Richmond, TX

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 66

Experience

32 years

Location

Richmond, TX

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,908

Across 511 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Maynard Miller Jr. is a CFP® and ChFC® with 31 years of industry experience. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. His prior experience includes positions at Horace Mann Investors, Inc. and MassMutual Life Insurance Company. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Richmond, TX

Richmond TX

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

32 years of industry experience

Park Avenue securities

2024 - Present • 2 years

Richmond, TX

Guardian Life Insurance Company

2024 - Present • 2 years

Richmond, TX

Park Avenue Securities, LLC

2020 - 2024 • 4 years

New York, NY

GUARDIAN LIFE INSURANCE CO of AMERICA

2020 - 2024 • 4 years

New York, NY

Horace Mann Investors, Inc.

2018 - 2020 • 2 years

Springfield, IL

Horace Mann Companies

2018 - 2020 • 2 years

Springfield, IL

Mml Investors Services Inc

2010 - 2018 • 8 years

Houston, TX

MassMutual Life Insurance Company

2010 - 2018 • 8 years

Houston, TX

Peak American Investment Advisors, Inc.

2010 - 2010 • 1 year

TIAA-CREF

2008 - 2009 • 1 year

Fidelity

2006 - 2007 • 1 year

Houston, TX

Disclosures

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

Business activities & affiliations

Brian C

Series 63, Series 65

Missouri City, TX

Campbell Wealth Partners, LLC

Brian Campbell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing experience since 1983. He provides clients with individually tailored investment and risk management strategies, leveraging comprehensive services across Consumer Banking, Wealth Management & Trust Services, Global Banking, and Global Markets. Brian's expertise includes family wealth management, personal retirement planning, and special needs planning, supported by access to specialized teams for wealth structuring, trust and estate planning, philanthropy, business succession, and specialty asset management. Brian holds Series 3, 5, 7, 8, 15, 31, 63, and 65 FINRA registrations and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is a qualified Senior Portfolio Advisor in Merrill Lynch’s Investment Advisory Program and completed the Merrill Lynch Longevity Training Program at the University of Southern California Davis School of Gerontology. A graduate of St. Francis College and a former United States Marine Corps Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian supports the Marine Corps-Law Enforcement Foundation, the Disability Advocacy Network, the Military Support Assistance Group of Bank of America, and is a member of The Army Navy Club in Washington D.C. and the Order of Malta, USA. Outside of work, he enjoys boxing, gardening, and spending time with his family.

Wealth management General retirement planning General estate planning guidance Planning for children with special needs

Troy W

Series 66, Series 7, AAMS®, CRPC®

Sugar Land, TX

OSAIC

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our branch will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I began my Financial Planning career in 2012 in Sugar Land, Texas. At Sync Wealth Group, we invest in our knowledge so we can have a positive impact on your whole financial picture, so I hold the AAMS™ and CRPC™ designations. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools.

Wealth management General retirement planning Income planning Social Security optimization General tax planning Founder/Business Owner Executive Retired Oil & Gas Self-Employed
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William B

CFP®, Series 66

Katy, TX

Edward Jones

William Blackmon is a CFP® with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He is based in Katy, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mukul K

Series 63, Series 65

Sugar Land, TX

Quantwealth Advisors LLC

Mukul Khandelia is a financial advisor at Quantwealth Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, Merrill Lynch. He is also the managing member of Quantroll Capital LLC, a currently dormant entity. Quantwealth Advisors LLC provides discretionary and non-discretionary asset management primarily for high-net-worth individuals, using a combination of quantitative and traditional investment methods. The firm focuses on ongoing portfolio management with quarterly reviews and employs a broad range of strategies tailored to client goals and risk tolerance.

Options & derivatives strategies
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Sanjay G

Series 65

Sugarland, TX

584 North LLC

Sanjay Gupta is a financial advisor at 584 North LLC in Sugarland, TX, holding a Series 65 designation with one year of industry experience. Before founding 584 North LLC in 2025, he worked at Shell for 11 years. 584 North LLC is an independent investment manager that offers discretionary investment advisory services focused on U.S.-listed equity securities. The firm serves both individual retail clients and qualified clients using a uniform long/short equity strategy based on technical analysis, momentum, and market timing.

Active portfolio management Concentrated stock management

Cameron F

CFP®

Missouri City, TX

Folse Financial

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

General retirement planning Retirement income strategy Income planning Founder/Business Owner HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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