EM
CFP
EM
CFP

Edson Miller

9 Years of Experience
Valley Village, CA

Edson Miller is a CFP-designated registered investment advisor at Spring Financial Planning, based in Valley Village, CA, with 9 years of industry experience. Edson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Spring Financial Planning charges $250 per hour for financial planning engagements. A deposit of the lesser of $1,200 or one-third of the estimated fee is required to start, with the remainder due upon delivery of the plan.

Hourly Rate:$250/hr
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Location

Valley Village, CA

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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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Employment History
Current Registrations
Spring Financial Planning
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Mainstreet Financial Planning, INC.
April 2015 - April 2016 · 1 yr
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Edson Miller - Financial Advisor | TrueAdvisor