Michael G Miller
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates and pension or profit-sharing plans, focusing on a comprehensive fact‑finding, recommendation and implementation process. The firm does not exercise discretionary portfolio management and offers advice alongside brokerage and insurance services through a related broker‑dealer and insurance carriers.
Its investment analysis is described as technical and the firm recommends both long‑term and short‑term securities purchases as part of clients’ strategies, using a consultative planning process rather than delegated asset management. Fees are charged on an hourly or fixed retainer basis and the firm does not use percentage‑of‑assets fees or deduct advisory fees directly from client accounts.
What distinguishes the firm from many peers is the combination of advisory services with registered‑representative and insurance agency activities, meaning advisory associates may receive commissions for securities or insurance sales through related entities. The brochure discloses one material compliance event in 2009 — a clerical filing error that resulted in a temporary revocation of the state investment adviser license and subsequent reinstatement — which is noted alongside its ongoing arrangements with a broker‑dealer and insurance firms.
Client services
Expertise
Fee options
Advisory associates may receive commissions from product sales through related entities.
Hourly fee charged at $413 per hour.
Annual retainer fees using a sliding scale point system, ranging from $300 to $8,000 annually.
Fee-only: Hourly fee of $413 per hour; Fixed annual retainer fees based on a sliding scale point system ranging from $300 to $8,000 annually.
Main office
37850 Euclid Avenue #3
Willoughby OH 44094
Advisors at this office
1
Most active in
Florida · Ohio
Also doing business as
Michael G Miller · Michael G Miller & Associates · Michael G. Miller & Associates, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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