MILESTONE FINANCIAL PLANNING, LLC

RIASEC RegisteredEst. 2016

Total AUM

$590M

Discretionary

$590M

100% of AUM

Avg account

$483K

Accounts

1,223

Employees

Advisory reps

Firm details

Headquarters: BEDFORD, New Hampshire
CRD number: 283439
Registered since: April 22, 2016
Website: milestonefinancialplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI91.52%
Individuals8.13%
Charitable Organizations0.35%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Milestone Financial Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Milestone operates as a capital allocator—placing client assets with third-party managers where appropriate—and charges clients via a mix of asset-based fees and fixed fees. The firm identifies as an active ESG investor, indicating environmental, social and governance considerations play a role in investment and manager-selection decisions. Milestone lists an affiliation with accounting professionals as part of its industry relationships.