Ross
Miller
Steward Wealth Management
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About this Advisor
Ross Miller is a certified financial planner who works out of Colleyville, Texas who has 2 years of relevant experience. Miller currently works for Steward Wealth Management. Throughout their career, they have worked at Moss, Luse & Womble, LLC, Texas A&M University, Deloitte, Whitley Penn and Steward Wealth Management. Miller is registered to serve investors in Texas. Steward Wealth Management is a business operating out of Colleyville, TX. It oversees $531 million in assets among its 337 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 337 customer accounts, 50% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Steward Wealth Management has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Steward Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Wealth Management Brokerage Details
$531,105,908
7
337
$1,575,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ross Miller Work History
Ross has been registered as a financial advisor for 2 years.*
Steward Wealth Management
Moss, Luse & Womble, LLC
Whitley Penn
Deloitte
Texas A&M University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ross 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 Steward Wealth Management
Colleyville, TX
Colleyville, TX
Colleyville, TX
Colleyville, TX
Colleyville, TX
Colleyville, TX
Colleyville, TX
Colleyville, TX
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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.