Miller Premier Investment Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,691,948
Clients
33
64% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$687,635
About
Miller Premier provides fee‑only financial planning and investment advisory services to individuals and families, with a focus on retirement planning. Services include comprehensive financial plans and ongoing investment management offered on either a discretionary or non‑discretionary basis.
The firm uses a structured client questionnaire and a combination of evidence‑based and fundamental analysis to set asset allocation and select investments, with an emphasis on lower turnover to limit transaction costs and tax impact. Portfolios are monitored regularly and the firm requires a written financial plan to guide discretionary management and any client‑requested investment restrictions.
The advisor holds CFP® and Certified Kingdom Advisor® credentials and brings prior institutional retirement‑plan experience and military service to the practice, which inform the firm’s emphasis on retirement readiness and client education. Miller Premier also provides pro bono financial literacy instruction and debt‑counseling for schools, churches, and individuals in need, reflecting a higher-than-usual focus on community education and faith‑aligned service.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Financial planning services quoted on a flat fee or annual retainer basis ranging from $1,800 to $5,000 depending on complexity and scope.
$0 - $1,000,000: 2% $1,000,000+: 1%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $10,000 for clients on retainer including ongoing discretionary investment management services. Fee-only: Financial planning fees range from $1,800 to $5,000; ongoing minimum annual retainer fee of $10,000 for clients with investment management services included.
Main office location
Miller Premier Investment Planning LLC
Mansfield TX, United States
Number of offices
1
Most active in
Miller Premier Investment Planning LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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