Miller Premier Investment Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,800⁠-⁠$5,000

“The fee for financial planning services can range from $1800 to $5000 depending on complexity and scope.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Miller Premier Investment Planning LLC bills

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

• “The amount of the fee/retainer will always be disclosed to clients in advance with their respective agreements before services are rendered.”
• “As a fee-only financial planning and investment management firm, all of our revenue and compensation comes directly from the fees we charge and disclose to you in advance.”
• “Our firm bills on cash unless indicated otherwise in writing.”

How Miller Premier Investment Planning LLC’s fees compare

• Its flat or project fee of $1,800-$5,000 spans the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.

About Miller Premier Investment Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 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

Minimum

$10,000 minimum fee (stated in brochure)

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,691,948

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144062

Website

feeonlyretirement.com (opens in new tab)

Phone

(817) 680-8198

Other planners in Mansfield that publish fees

• Schulz Wealth, LTD.Mansfield$6,000⁠-⁠$60,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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