Miller Wealth Management fees and pricing

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

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$20,000

“Ongoing Financial Planning MWM collects an initial fee, no greater than $20,000.”

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.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Miller Wealth Management’s fees compare

• Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the New Jersey median of $5,000. 89% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Miller Wealth Management

• Principal: James Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• 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

0.8% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342942

Phone

(732) 895-9768

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey