Brittney Miller is a CFP-designated registered investment advisor at Thayer Financial, L.L.C., based in Hickory, NC, with 9 years of industry experience. Brittney 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, Insurance Planning, and 3 more. Their firm serves 125 clients with $110M 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 $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Clients paying a minimum annual fee of $10,000 may receive ongoing financial planning at no additional fee.
Fee Estimator
Location
439 4th Street Sw, Hickory, NC, 28602
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 →Employment History
Current Registrations
Thayer Financial, L.L.C.
Previous Registrations
Coppell Advisory Solutions LLC
Dempsey Lord Smith, LLCBroker
Dempsey Lord Smith, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Carolinas Investment Consulting LLCBroker
Carolinas Investment Consulting LLC
Sable Capital LLCBroker
Butcherjoseph Asset Management, LLC
Capital Asset Advisory Services, LLC
Sable Capital LLCBroker
Butcherjoseph Asset Management, LLC
Arnett Carbis Toothman Wealth Advisors LLC
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.