MichaelMiles- Financial Advisor Sterling, VA

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About Michael Miles

I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.

See Disclosures

General Information

Firm Start Year

2000

CRD#

2730873

Firm CRD#

143361

Name of Custodial Firm

Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$300,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$370,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Hourly, Flat Fee

Hourly Rate

$265

Minimum Fee Charged for Hourly Planning Accounts

$530

Education

BS Geology -

Virginia Tech
-

MBA (Finance) -

George Mason University
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886623/paladinregistry-Variplan,-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Michael Miles

Variplan, LLC