Bret Parker Miller

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 01/2026
  Ep Wealth Advisors, Llc.
  Torrance, CA
• 03/2020 → 07/2021
  Ep Wealth Advisors, Llc.
  Torrance, CA
• 02/2020 → 03/2020
  Unemployed
  Denver, CO
• 01/2020 → 02/2020
  Five Guys, Inc.
  Aurora, CO
• 11/2018 → 12/2019
  Five Guys, Inc.
  Beavercreek, OH
• 06/2017 → 11/2018
  Five Guys, Inc.
  Beavercreek, OH
• 10/2018 → 11/2019
  Buckingham Advisors
  Dayton, OH
• 08/2016 → 05/2019
  Wright State University Residence Life & Housing
  Fairborn, OH
• 05/2016 → 05/2017
  United States Air Force
  Dayton, OH
• 01/2026 → Present
  Ep Wealth Advisors, Llc
  Raleigh, NC

Designations

• Certified Financial Planner

Other Names

• Brett Parker Miller