Ross B. Miller

ALLEN WEALTH ADVISORS

Colleyville, TX 76034

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CRD#: 7252800

Professional summary

Ross Benjamin Miller, CFP® is a registered financial advisor currently at ALLEN WEALTH ADVISORS located in Colleyville, Texas.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ross has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ross Miller is registered as an investment adviser representative of Allen Wealth Advisors, LLC and provides advisory services to Clients of that firm. This activity accounts for up to 40 per week during normal trading hours. Advisory services provided to Clients of Allen Wealth Advisors, LLC are separate from any services provided to Clients of CPWM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Benjamin Miller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 22, 2025 - Present

ALLEN WEALTH ADVISORS

Office #1: 6110 Colleyville Blvd Ste106, Colleyville, TX 76034

RIA

CRD#: 310105

Colleyville, TX

Current

October 6, 2025 - Present

Office #1: 6110 Colleyville Blvd Ste 106, Colleyville, TX 76034

COLLEYVILLE, TX

Past

August 11, 2023 - August 7, 2025

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Colleyville, TX

Past

July 20, 2021 - October 31, 2023

STEWARD WEALTH MANAGEMENT

RIA

CRD#: 143513

COLLEYVILLE, TX

Past

May 6, 2020 - July 19, 2021

MOSS, LUSE & WOMBLE, LLC

RIA

CRD#: 152841

PLANO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ALLEN WEALTH ADVISORS

ALLEN WEALTH ADVISORS | ALLEN WEALTH ADVISORS, LLC

CRD#: 310105 / SEC#:

Texas

Registered Investment Advisory firm - (10/1/2020 Approved)

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Contact information

Main Address

6110 Colleyville Blvd Ste106, Colleyville, TX 76034

Mailing Address

Phone number

(817) 500-0014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	93
AUM (Assets Under Management)	$ 37,300,489

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ross B. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Benjamin Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEN WEALTH ADVISORS

MERCER GLOBAL ADVISORS INC.

STEWARD WEALTH MANAGEMENT

MOSS, LUSE & WOMBLE, LLC

State Registrations and Notice Filings

Exams

Current Firm

ALLEN WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLEN WEALTH ADVISORS

TRUST BUT VERIFY

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