Frederick William Miller
Investment adviser representative at Family Legacy Planning
14 yearsExperience
2 statesRegistered in
$169.1MFirm assets
2 yearsFirm in business
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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 fee
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
14 years in the industry.
- Ae Wealth Management, LLCApr 2017 to now
- F. W. Miller Financial, LLCMay 2014 to now
- Family Legacy PlanningMay 2012 to now
- Global Financial Private Capital, LLCApr 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Family Legacy Planning
Legal name: Flp Wealth Management, LLC
$169.1MAssets managed
341Clients
3Advisers
2 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
- 6325001
- Firm CRD
- 294277