Miller Avenue Advisors LLC fees and pricing
Financial planner in Mill Valley, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Miller Avenue Advisors LLC charges an annual fee of $8,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000-$30,000/yr
“Generally, Ongoing Financial Planning and Consulting fees range from $8,000 to $30,000/year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Miller Avenue Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Household AUM (x) (Annual Investment Management Fee % / 4) = Quarterly Investment Management Fee Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Miller Avenue Advisors LLC’s fees compare
- Its annual fee of $8,000-$30,000 is above the California median of $6,250. 85% of the 224 other California planners that publish an annual fee charge less.
About Miller Avenue Advisors LLC
- Firm size: 3 employees.
- Founded: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 80
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $281,245,132
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313523
- Phone
- (415) 888-8472
Can advise clients in 3 states: California, Louisiana, New Hampshire
Other planners in Mill Valley that publish fees
- Aspirean Wealth, LLCMill Valley$450/hr, $1,500-$10,000
- Assembly WealthMill Valley$250-$1,200/hr, $2,500-$5,000
- Austin Creek Capital, LLCMill Valley$1,500-$3,000, $300-$3,000/mo
- Katy Song Financial Planning, Inc.Mill Valley$400/hr, $980-$7,800
- On Keel CapitalMill Valley$250/hr
- Private Wealth Partners, LLCMill Valley$300-$500/hr, $3,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.