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Frederick Hotchkiss Miller

Investment adviser representative at Beacon Pointe Advisors, LLC
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$54.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Beacon Pointe Advisors, LLCOct 2025 to now
  2. Sensible Financial PlanningApr 2002 to Mar 2026

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Beacon Pointe Advisors, LLC

$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4540301
Firm CRD
119290
Advisor's SEC record (opens in a new tab)
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