Miller Capital Management, Inc. fees and pricing

Financial planner in Bethesda, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 10, 2026, Miller Capital Management, Inc. charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “These services would be provided for an hourly fee of $400.00.”

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

“These fees may be negotiable on a case by case basis.”
“The investment advisory fee will be billed quarterly and invoiced directly to the client.”
“These fees may be negotiable on a case by case basis, depending on the scope and complexity of the plan, the client’s situation and objectives.”

Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
7 of the 12 other planners in Bethesda that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Registered as an adviser: 2002 (24 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 9
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $64,132,917
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 115475
Phone: (301) 986-9442

Is something on this page wrong or out of date?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.