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Troy Miller

Advisor at Charles Schwab — Ann Arbor, MI Ann Arbor Saline Road

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Ann Arbor, MI 48103

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,740

Across 755 offices

Clients per advisor

142 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Troy Miller is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Acushnet Company and various other organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated advisory and brokerage services, and multi-asset investment approach with strategic asset allocation and alternative investment options.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Ann Arbor, MI Ann Arbor Saline Road

2852 Ann Arbor Saline Road

Ann Arbor MI 48103

Advisors at this office

4

Most active in

Michigan

Work history

< 1 year of industry experience

Charles Schwab & Co., Inc.

2025 - Present • 1 year

Ann Arbor, MI

Charles Schwab Bank

2025 - Present • 1 year

Ann Arbor, MI

Acushnet Company

2024 - 2025 • 1 year

Fairhaven, MA

Acushnet Company

2022 - 2024 • 2 years

Fairhaven, MA

The Club at New Seabury

2021 - 2022 • 1 year

Mashpee, MA

Pawleys Plantation Golf and Country Club

2020 - 2021 • 1 year

Pawleys Island, SC

Unemployed

2019 - 2019 • 1 year

Myrtle Beach, SC

Wyndham Destinations

2019 - 2019 • 1 year

Myrtle Beach, SC

Charlotte Independence

2019 - 2019 • 1 year

Charlotte, NC

Full Time Education

2018 - 2019 • 1 year

Myrtle Beach, SC

Dicks Sporting Goods

2018 - 2019 • 1 year

Myrtle Beach, SC

Grande Dunes - McConnell Golf

2018 - 2018 • 1 year

Myrtle Beach, SC

Cal Ripken Experience

2018 - 2018 • 1 year

Myrtle Beach, SC

Full Time Education

2017 - 2018 • 1 year

New Castle, DE

Lundgren Honda of Greenfield

2017 - 2017 • 1 year

Greenfield, MA

Full Time Education

2016 - 2017 • 1 year

New Castle, DE

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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Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Citigroup Global Markets. Outside of his advisory work, he serves on the Advisory Council for the Mott and Voigtlander Children's Hospital in Ann Arbor, where he participates in event planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner

Adam D

Series 66, Series 7

Milan, MI

Cetera

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Young Professionals FIRE (Financial Independence Retire Early) Mid-Career Professionals
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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

A B L E Wealth Management Solutions Llc

Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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