Ethan Miller is a CFP-designated registered investment advisor at Planning for Progress, based in Silver Spring, MD, with 9 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more. Their firm serves 55 clients with $26M 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 $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.65% |
All Advisory fees are negotiable. Fees for Investment Management Services are paid in arrears on a quarterly basis. If client assets are managed in conjunction with the outside manager, the above fees are inclusive of the fee charged by the outside manager.
Fee Estimator
Contact
Ethan Miller
Location
Silver Spring, MD
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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.
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Ethan works as the finance and operations director for IFPTE Local 70, a local union, since August 2022. This role involves managing the union's financial operations and takes about 10-20% of Ethan's time.
Employment History
Current Registrations
Planning for Progress
State Registrations3 states
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Exams