Miller Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“MWP charges a negotiable fixed fee for financial planning between $2,000 and $5,000 dependent upon the complexity of the Client’s specific situation.”

Monthly fee

$100⁠-⁠$500/mo

“ONGOING FINANCIAL PLANNING SERVICE MWP charges a negotiable fixed fee for the ongoing financial planning services that ranges between $100 and $500 monthly based on complexity of the Client’s specific situation.”

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

How Miller Wealth Partners bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Upon termination of the Agreement, the fee will be prorated and any unearned fees will be refunded to the Client.”

How Miller Wealth Partners’ fees compare

• Its flat or project fee of $2,000-$5,000 spans the North Carolina median of $4,800. 42% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Miller Wealth Partners

• Principal: Melissa Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 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

1.6% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343531

Website

millerswealth.com (opens in new tab)

Phone

(336) 413-6854

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina