Miller Financial Services LLC fees and pricing
Financial planner in Marshall, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 15, 2026, Miller Financial Services LLC charges $150-$500 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“The hourly fee to be charged will range between $150 to $500 per hour.”
- Flat or project fee
- $5,000
“Flat fees will not exceed $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Miller Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the time-weighted daily average of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Miller Financial Services LLC’s fees compare
- Its hourly rate of $150-$500 spans the Michigan median of $250. 76% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Michigan median of $3,250. 61% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Miller Financial Services LLC
“Our firm provides comprehensive financial planning services for individuals and corporate entities, many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons.”
- Principal: Joseph P. Miller
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 574
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and state and local governments
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $462,860,424
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143788
- Phone
- (269) 781-5129
Can advise clients in 8 states: California, Florida, Indiana, Michigan, Nebraska, New Hampshire, Ohio, Texas
Other planners in Marshall that publish fees
- Wealth Ease Wealth ManagementMarshall$250/hr, $500-$15,000
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $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.