Miller Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Miller Wealth Partners provides discretionary investment management and financial planning services to individuals, high‑net‑worth clients, trusts, non‑profits, small businesses and estates, and also assists plan sponsors with retirement plan advisory work. The firm offers ongoing planning engagements as well as standalone financial plans alongside portfolio management.
The firm manages client accounts on a discretionary basis and describes an investment process that uses fundamental and technical analysis alongside modern portfolio theory; it may engage third‑party sub‑advisors to implement agreed models. Clients receive a structured, multi‑month planning program with periodic reviews and direct access to the advisory team, and custody and trade execution are arranged through a national institutional custodian.
Noteworthy aspects disclosed in the brochure that are less common among independent RIAs include an active insurance sales practice maintained by the principal, which the firm reports consumes a material portion of time and results in separate commission compensation (a disclosed conflict of interest). The firm also provides limited‑scope ERISA 3(21) retirement plan consulting and presents a formal compliance and oversight structure while appearing to be newly registered with no assets under management at the time of the filing.
Client services
Expertise
Fee options
Financial planning fees between $2,000 and $5,000, negotiable fixed fee
$0 - $999,999: 1.60% $1,000,000+: 1.40%
Ongoing financial planning service fees between $100 and $500 monthly, negotiable fixed fee
Main office
Mint Hill NC
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Miller Wealth Partners · Six Strings Of Wealth, 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.
Forms ADV
Quick links
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