Michael Mills
Michael Mills is a CFP-designated registered investment advisor at Mills Wealth Advisors, LLC, based in Southlake, TX, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 472 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on asset value and complexity. Fees are negotiable.
Fee Estimator
Location
1207 South White Chapel Road, Suite 150, Southlake, TX, 76092
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Bft Financial Group, LLC
Butler Freeman Tally Financial Group
H. Beck, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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