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VERIFIEDMichael Miles
Variplan, LLC
20130 Lakeview Center Plaza
Suite 400
Sterling, VA 20147
800-923-7616
About Variplan, LLC
I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.
See Disclosures
General Information
Firm Start Year
2000
CRD#
2730873
Firm CRD#
143361
Name of Custodial Firm
Schwab
Years of Experience in Financial Services
27
Number of Years with Current Firm
24
Work with the following types of clients
Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning
Services
Investment Types
Bonds, Stocks, Annuities, Mutual Funds, Insurance, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Phone, Video Conference, Email
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Firm's Number of Clients
185
Firm's Number of Planning Clients
185
Firm's Number of Managed Clients
185
Assets Managed by Firm
$300,000,000
Advisor's Number of Clients
190
Advisor's Number of Managed Clients
190
Advisor's Number of Planning Clients
190
Total Assets Under Management by Advisor
$370,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Hourly, Flat Fee
Hourly Rate
$265
Minimum Fee Charged for Hourly Planning Accounts
$530
Education
BS Geology -
Virginia Tech
-
MBA (Finance) -
George Mason University
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886623/retirementplanning-Variplan,-LLC-detailed-disclosure.html