Christopher
Miller
Core Planning
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About this Advisor
Christopher Miller is a financial advisor based in Sanibel, Florida, working with Core Planning. Christopher has previously held positions at Schwab Private Client Investment Advisory, Charles Schwab, Keller Williams, Keller Williams Realty, Custom Fitness Concepts/Sargeants Fitness Concepts, Facet Wealth, Core Planning, and Extended Travel. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Christopher is part of Core Planning, which has 32 employees and manages assets totaling $121.5 million. The firm serves high-net-worth clients and offers financial planning services as well as portfolio management for individuals and small businesses. The fee structure at Core Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Planning Brokerage Details
$121,451,500
32
884
$137,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Miller Work History
Core Planning
Extended Travel
Facet Wealth
Schwab Private Client Investment Advisory
Charles Schwab
Keller Williams
Keller Williams Realty
Custom Fitness Concepts/Sargeants Fitness Concepts
Disclosures
Please visit the SEC profile of Christopher Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Core Planning
Garland, TX
Carbondale, IL
Florissant, MO
Pittsburgh, PA
Johns Island, SC
Scarsdale, NY
Brooklyn, NY
Clarkston, MI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
