Ethan Miller is a CFP-designated registered investment advisor at Planning for Progress, based in Silver Spring, MD, with 9 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 10 more. Their firm serves 55 clients with $26M 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 $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.65% |
All advisory fees are negotiable at the discretion of the firm principal.
Fee Estimator
Contact
Ethan Miller
Location
Silver Spring, MD
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 Activities
Ethan works as the finance and operations director for IFPTE Local 70, a local union, since August 2022. This role involves managing the union's financial operations and takes about 10-20% of Ethan's time.
Employment History
Current Registrations
Planning for Progress
State Registrations3 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
More Advisors
- Gulielma Fager, CFPRossby Financial, LLC
- Benjamin Yeung, CFPSeaborn Financial, LLC
- Ethel Treister, PFSCetera Investment Advisers LLC
- Jessica Horner, CFPTender Wealth
- Raynold Mensah, ChFCState Farm Investment Management CORP.
- Jennifer Sevier, CFPEdelman Financial Engines