Overview
Assets Under Management: $487 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 166
Average Client Assets: $3 million
Frequently Asked Questions
MILESTONE FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283439), MILESTONE FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
MILESTONE FINANCIAL PLANNING, LLC is headquartered in BEDFORD, NH.
MILESTONE FINANCIAL PLANNING, LLC serves 166 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, MILESTONE FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MILESTONE FINANCIAL PLANNING, LLC manages $487 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, MILESTONE FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,035
Discretionary Accounts: 1,035
Regulatory Filings
CRD Number: 283439
Last Filing Date: 2025-02-14 00:00:00
Website: https://milestonefinancialplanning.com