A complete list of active advisors currently associated with Michael G Miller

Warmer can help you find a great advisor at Michael G Miller or one who fits your needs even better.

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.

To learn more about the advisors currently working at Michael G Miller, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Michael Miller profile photo Michael Miller
Willoughby, OH
46
Warmer team member

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