Patrick Miles
Patrick Miles is a registered investment advisor at Triad Wealth Partners, LLC, based in Lawrence, KS, with 5 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
730 New Hampshire St., Unit 222, Lawrence, KS, 66044
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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 ActivitiesSells Insurance
Patrick is the owner and producer at Miles Investment and Insurance Services LLC, an independent insurance producer, since 2015. He spends about 10-20% of his time on sales and service of life insurance products and annuities, and about half that time during securities trading hours.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Safeguard Investment Advisory Group, 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.