MM
CFP
MM
CFP

Michael Alan Mills

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
412 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$440.1M

Fee Structure

Minimum Investment:$500K
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Location

1207 South White Chapel Road, Suite 150, Southlake, TX, 76092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a producing agent for fixed life insurance and has ownership in AMTM Investments, LLC, and Timarron Courtyard, LLC, real estate. He spends about 10% of his time on these endeavors.

Employment History
Current Registrations
Mills Wealth Advisors, LLC
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Bft Financial Group, LLC
April 2008 - March 2012 · 3 yrs 11 mos
Butler Freeman Tally Financial Group
January 2004 - January 2008 · 4 yrs
H. Beck, INC.
August 1999 - January 2004 · 4 yrs 5 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.