Miller Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $250 and $500.”

Flat or project fee

$2,500⁠-⁠$25,000

“Flat-fee engagements range from $2,500 to $25,000.”

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

How Miller Wealth Management bills

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

• “Where a third-party program, platform, or manager bills the account directly for its fee, MWM’s advisory fee is reduced so that the charges together do not exceed the total fee shown in the client’s fee schedule.”
• “Where a Covered Account is billed under a provider-calculated program described in Item 5.B, the provider’s program terms govern the valuation basis, the billing cycle, and whether the fee is debited in advance or in arrears.”
• “Thereafter either party may terminate on notice, and fees are prorated through the effective date of termination as described in Item 5.D.”

How Miller Wealth Management’s fees compare

• Its hourly rate of $250-$500 spans the Arizona median of $275. 75% of the 195 other Arizona planners that publish an hourly rate charge less.
• 12 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Arizona median of $3,100. 91% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 13 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Miller Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

2% a year

Clients

91

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$100,440,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

342288

Website

facebook.com/MillerWealthManagement (opens in new tab)

Phone

(480) 613-7400

Can advise clients in 3 states: Arizona, California, Texas

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Clear Skies FinancialGilbert$150/hr, $1,000⁠-⁠$2,000
• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995

Compare all 27 planners in Gilbert