Michael Mills is a CFP-designated registered investment advisor at Mills Wealth Advisors, LLC, based in Southlake, TX, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 412 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management services, Mills Wealth Advisors charges an annual fee based on the value of your investments. The fee ranges from 0.5% to 1.5% of the assets managed. The exact fee is negotiable and depends on the scope of work, investment advice, services provided, and the size and complexity of your account. All accounts inside a family household will make up a client’s Assets Under Management and the combined value dictates what the client will be billed at.
Location
1207 South White Chapel Road, Suite 150, Southlake, TX, 76092
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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
Michael is a producing agent for fixed life insurance and has ownership in AMTM Investments, LLC, and Timarron Courtyard, LLC, real estate. He spends about 10% of his time on these endeavors.
Employment History
Current Registrations
Mills Wealth Advisors, LLC
Previous Registrations
Bft Financial Group, LLC
Butler Freeman Tally Financial Group
H. Beck, INC.
State Registrations2 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.