DM
DM

Davied Miller

5 Years of Experience
Pembroke Pines, FL
1 Disclosure

Davied Miller is a registered investment advisor at Creativeone Wealth, LLC, based in Pembroke Pines, FL, with 5 years of industry experience. Davied operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2250 NW 136th Ave, Pembroke Pines, FL, 33028

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2026
Employment History
Current Registrations
Creativeone Wealth, LLC
August 2026 - Present · 2 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2026 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
June 2023 - March 2025 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
July 2021 - May 2026 · 4 yrs 10 mos
David Lerner Associates, INC.Broker
July 2019 - April 2020 · 9 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
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