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Michael Miles

Variplan, LLC

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

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Paladin Research Report For:

Michael Miles

Variplan, LLC

Michael Miles, a financial fiduciary has been a Paladin Registry member since 2006. Michael is the owner of Variplan, LLC. Michael holds the Certified Financial Planner certifications and has over 23 years of experience. Michael provides financial services to clients in the Vienna, Virginia area.

I. Snapshot

A. Registry Member
  • Since 2006
B. Years of Experience
  • 23
C. College Degrees
  • Virginia Tech - BS Geology, 1985
  • George Mason University - MBA (Finance), 1993
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Michael Miles
B. Main Location
  • 8000 Towers Crescent Drive
    Suite 1350
    Vienna, Virginia, 22182
C. Telephone
  • 800.923.7616

III. Internet

A. Visit Website

IV. Firm(s)

A. Name of Firm
  • Variplan, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Variplan, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade Institutional

V. Credentials

A. Years of Financial Experience
  • 23 Years
B. College, Degrees, Years
  • Virginia Tech - BS Geology, 1985
  • George Mason University - MBA (Finance), 1993
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Better Business Bureau

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - Virginia
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 2730873
  • IARD: 143361
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 180
D. Assets (Management, Advisement)
  • $300,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
F. Methods of Communication
  • Telephone
  • Email
  • Skype/Voice
G. Types of Reports (Frequency)
  • Performance (Semi-Annually)
H. Second Language(s)
  • None
I. Value Statement

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Other: Personal Trusts
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
E. Comments
  • Delegated custody is not required. Clients may use their preferred custodian(s).

IX. Certification

Advisor Name
  • Michael Miles
Most Recent Update:
  • Jun 10, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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