Miller Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals, high‑net‑worth clients, and businesses, and also offers educational seminars and speaking engagements for groups. It manages individual portfolios and may subscribe client accounts to third‑party model portfolios and third‑party managers to help implement its advice.
The firm describes a fee‑only fiduciary approach and tailors asset allocation and investment policy to each client, using a mix of passive and active strategies and offering both discretionary and non‑discretionary arrangements. It implements strategies through a custodial platform and, when appropriate, recommends Outside Managers for portions of client assets while continuing to serve as the client’s primary advisor.
Compared with many peers, the firm discloses a broader range of planning and billing options — including both project‑based and ongoing financial planning and the use of fixed and hourly fee arrangements — and runs public educational programs. It also emphasizes its role in selecting other advisers for clients’ accounts and notes that it does not act as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees range from $3,000 to $20,000; Educational seminars fees range from $500 to $2,000 per participant
0.80% annually
$300 per hour for project-based financial planning
Ongoing financial planning annual fee $3,000 to $30,000, paid monthly in advance
Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
Wall Township NJ
Advisors at this office
1
Most active in
New Jersey
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 not active or affiliated with:
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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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