EPISODE · Apr 9, 2026 · 34 MIN
#154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning
from Only Fee-Only · host Broc Buckles and Peter Ciravolo
Ethan Miller had a six-month waitlist… while still working a full-time job.We sat down with the founder of Planning for Progress to talk about how he went from union organizing to building a thriving fee-only firm just outside DC—without taking a reckless leap.He shares how he found fee-only planning, built early momentum through project work, and knew commissions weren’t the path for him. We also get into what it actually looked like to earn his CFP while working nights and weekends—and the moment he knew it was time to go all in.We also cover how he’s designed a lifestyle practice of ~50 households, how he thinks about client fit, and why being a “people person” can matter more than a finance background when starting out.If you’re thinking about making the jump into financial planning, this is a grounded, real-world blueprint.Ethan's Social:https://www.linkedin.com/in/ethan-miller-cfp%C2%AE-41139430/Music in this episode was obtained from Bensound.
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Ethan Miller had a six-month waitlist… while still working a full-time job. We sat down with the founder of Planning for Progress to talk about how he went from union organizing to building a thriving fee-only firm just outside DC—without taking a reckless leap. He shares how he found fee-only planning, built early momentum through project work, and knew commissions weren’t the path for him. We also get into what it actually looked like to earn his CFP while working nights and weekends—and th...
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#154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning
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