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Credentials
CFP®, Series 66
Experience Industry experience
18 years
Location
Gilbert, AZ 85295
Miller Wealth Management
Independent
Total advisors
1Clients per advisor
91 Very HighAvg AUM per client
$1,076,264 HighHNW client ratio
0% LowRodd Miller is a CFP® professional with 18 years of experience in financial advisory services. He is the principal advisor at Miller Wealth Management, an independent firm he has led since 2026, following prior roles at PFG Advisors and Lucia Capital Group. Miller has experience providing investment advisory services through various entities and holds the Series 66 license. Miller Wealth Management offers investment management and financial planning to individuals, high-net-worth households, and institutional clients such as corporate treasuries and nonprofit funds. The firm employs a tax-aware approach with model allocations primarily using ETFs, structured notes, and third-party managers, and it manages over $100 million in assets while participating in sponsored program platforms including those offered by LPL.
Based on Miller Wealth Management
Based on Miller Wealth Management
Financial planning fixed fees from $2,500 to $125,000 for initial plans; $2,500 to $25,000 for retirement plan consulting flat fees; Ongoing planning service fees flat annual amounts ranging $3,000 to $60,000
$0+: Up to 1.25% annually for Covered Accounts (Negotiable) $0+: Total advisory fee for any account inclusive of third-party fees does not exceed 2.00% annually Tiered (institutional accounts only, up to 5 tiers) - Varies or no limit: Negotiable; total advisory fee inclusive of third-party fees does not exceed 2.00% annually
Financial planning hourly rates from $250 to $500 per hour
Ongoing planning service flat fees billed monthly or quarterly in arrears (e.g., $3,000 to $60,000 annually)
Fee-only: Financial planning fees: initial fixed fees $2,500 to $125,000; ongoing planning fees $3,000 to $60,000 annually; hourly rates $250 to $500 per hour; Retirement plan consulting: asset-based fees 0.25% to 1.50% annually, flat fees $2,500 to $25,000
Gilbert, AZ
2162 E Williams Field Rd, Ste 111
Gilbert AZ 85295
Advisors at this office
1
Arizona
18 years of industry experience
Miller Wealth Management LLC
2026 - Present • 1 year
Gilbert, AZ
PFG Advisors
2015 - 2017 • 2 years
Carlsbad, CA
Miller Ventures, Inc. dba Miller Wealth Management
2011 - Present • 15 years
Carlsbad, CA
Lucia Capital Group
2010 - 2011 • 1 year
San Diego, CA
Raymond J. Lucia Companies, Inc.
2009 - 2010 • 1 year
San Diego, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66, Series 65
Mesa, AZ
Larson Wealth Management, LLC
Don Larson is a CFP® professional with 20 years of experience in financial advising. He founded Larson Wealth Management, LLC in 2011 after seven years at Steele Larson Advisors, LLLP. Outside of his advisory work, he owns and manages Larson Business & Tax Solutions, a bookkeeping and tax preparation service, and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocations across various asset classes, combining fundamental and technical analysis with portfolio reviews at least quarterly.
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.
Series 65
Queen Creek, AZ
Stride Wealth LLC
Tanner Erickson is a financial advisor at Stride Wealth LLC in Queen Creek, AZ, holding a Series 65 designation. He has one year of experience with Stride Wealth and additional background in consulting and other roles at West Monroe Partners, University of Utah, and several other organizations. Erickson divides his professional time between his advisory role and external employment, as well as maintaining other business ventures. Stride Wealth LLC provides portfolio management and comprehensive financial planning services to individuals, families, trusts, small businesses, and institutional clients. The firm employs a blend of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary services, integrating custodial reporting and conducting quarterly account reviews.
CFP®, Series 66
Gilbert, AZ
Build Wealth Partners
Addison Taylor is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Build Wealth Partners, an independent firm he joined in 2025. His prior experience includes roles at Vanguard and various business ventures including Caldwell County BBQ LLC. Build Wealth Partners serves individuals, high-net-worth clients, and businesses by combining wealth management, financial planning, and business consulting. The firm offers discretionary portfolio management, tax-aware planning, and business-focused services, emphasizing integrated engagements and aligning investment strategies with Modern Portfolio Theory.
Series 66
Chandler, AZ
Vibrant Wealth
David Ingle is a financial advisor at Vibrant Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Barrett Financial LLC and Vibrant Wealth Advisors LLC. Outside of his advisory role, he is also an independent insurance agent, dedicating a significant portion of his time to this activity. Vibrant Wealth is an independent advisory firm offering discretionary asset management, financial planning, and a subscription-based financial coaching platform. The firm serves individuals, small businesses, trusts, estates, pooled vehicles, and charities, tailoring its investment approach to client objectives through fundamental and technical analysis, asset allocation, and risk management.
Series 65
Gilbert, AZ
Coats Wealth Management
Benjamin Coats is the sole advisor at Coats Wealth Management in Gilbert, AZ. He holds a Series 65 designation and has prior work experience at Granite Lake Partners, Ascend Software, and Happy Paws Veterinary Partners. Coats Wealth Management is a registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, families, small business owners, professionals, and institutional clients. The firm employs a fundamental analysis approach with diversified asset allocation and provides client oversight through regular reviews and quarterly performance reports.
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