Michael Miles is a CFP-designated registered investment advisor at Variplan, LLC, based in Vienna, VA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 180 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Variplan offers investment advice as part of its Vantage program, which includes financial planning for a fixed annual fee. Variplan does not manage your investments directly, but can assist you in directing trading activity in your brokerage account held at Charles Schwab through the Vantage Account Management Assistance Program (VAMAP) at no additional cost. Ultimately, you retain control of your investment assets and make all investment decisions.
Location
8000 Towers Crescent Drive, Suite 1350, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works intermittently as an investment advisor for Turnkey Financial Services. The firm is under common ownership and operations are winding down.
Employment History
Current Registrations
Variplan, LLC
Previous Registrations
Turnkey Financial Services
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.