Miller Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Miller Wealth Management provides investment management and financial planning to individuals and high-net-worth households, along with retirement-plan consulting and business exit planning. The firm also serves institutional clients — including corporate treasuries, endowments, and nonprofit reserve funds — in discretionary portfolio mandates.
MWM manages accounts on both wrap and non-wrap bases, using model allocations and a preference for ETFs while also employing structured notes and third‑party managers or model portfolios when appropriate. It emphasizes tax-aware planning, tailors service through a documented engagement process, and requires written Investment Policy Statements for institutional mandates that constrain its discretionary authority.
The firm is notable for several features that are uncommon among independent advisers: it began operations recently yet reports regulatory assets exceeding $100 million and participates in sponsored program platforms (including acting as a portfolio manager within LPL-sponsored programs). MWM also maintains insurance-related activities and a specific servicing arrangement with a third‑party broker-dealer and insurance agency (Halo Securities, LLC and Halo Investing Insurance Services, LLC) under which that firm serves as broker/agent of record on certain legacy annuity and insurance contracts and pays MWM a quarterly asset-based fee while MWM continues to advise clients on those contracts; several supervised persons are licensed insurance agents, and those arrangements and the related conflicts are disclosed in the brochure.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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
Main office
2162 E Williams Field Rd, Ste 111
Gilbert AZ 85295
Advisors at this office
1
Most active in
Arizona · California · Texas
Also doing business as
Miller Wealth Management · Miller Wealth Management LLC
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.
Is not active or affiliated with:
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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.
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