Miller Asset Solutions LLC fees and pricing

Financial planner in Charlottesville, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Miller Asset Solutions LLC charges an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The first quarterly, asset-based fee will be payable at the end of the calendar quarter in which the IAA is executed.”
“All subsequent quarterly fees will be individually due and payable by the client at the end of each subsequent calendar quarter.”
“The client acknowledges that he/she will be solely and directly responsible for all fees, including other than MAS LLC's fees billed directly to the client.”

Its annual fee of $1,000 is below the Virginia median of $6,350. 5% of the 55 other Virginia planners that publish an annual fee charge less.
None of the 2 other planners in Charlottesville that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2010 (16 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 48
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $59,102,632
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155087
Website: millerasset.com (opens in new tab)
Phone: (434) 825-0000

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