Eaton Miller
Eaton Miller is a CFP-designated registered investment advisor at Planwell Financial Guidance, LLC, based in Blooming Prairie, MN, with 12 years of industry experience. Eaton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 116 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 0.80% |
| $800K+ | 0.80% |
The maximum annual fee is $6,400. Fees are negotiable.
Fee Estimator
Location
421 E. Main St, Ste. 100, Blooming Prairie, MN, 55917
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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 Activities
Eaton is the Managing Member/Landlord for ELATIONPLACE LLC, a real estate rental property management company, since 2017. This takes a few hours per week, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Planwell Financial Guidance, LLC
Previous Registrations
Superior Financial, LLC
State Registrations1 state
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.