Stephen Myler
Stephen Myler is a CFP-designated registered investment advisor at Mpm Wealth Advisors, based in Miramar Beach, FL, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,118 clients with $1B 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% |
Maximum annual advisory fee is 1.50%. Fees are negotiable up to the maximum rate based on various criteria. A flat fee option is available for households with at least $1,000,000.
Fee Estimator
Location
Miramar Beach, FL
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Regulatory History (1)
Regulatory
June 2015Other Business Activities
Stephen operates Myler Financial Planning as a sole proprietor, offering comprehensive financial planning services. He also works as a military family readiness counselor, advising families on financial readiness.
Employment History
Current Registrations
Mpm Wealth Advisors
Previous Registrations
Onyx Wealth Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.Broker
Usallianz Securities, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Superior Wealth Care, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
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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