Wealth Manager
    SEC Registered
    Manages Private Funds

    Milestone Financial Planning, LLC

    Registered investment advisor · Bedford, New Hampshire · CRD #283439

    Assets Under Management
    $590M
    Client Accounts
    1,223
    Employees
    23
    CRD Number
    283439
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Milestone Financial Planning, LLC

    Milestone Financial Planning, LLC offers comprehensive investment management and financial planning services tailored to individual client goals and risk tolerance. The firm emphasizes lifetime tax planning and is registered with relevant authorities.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Milestone Financial Planning, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Milestone Financial Planning, LLC's AUM?

    Milestone Financial Planning, LLC reports approximately $590M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Milestone Financial Planning, LLC headquartered?

    Milestone Financial Planning, LLC is headquartered in Bedford, New Hampshire.

    What is Milestone Financial Planning, LLC's CRD number?

    Milestone Financial Planning, LLC's CRD number is 283439. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Milestone Financial Planning, LLC manage?

    Milestone Financial Planning, LLC manages approximately 1,223 client accounts according to its latest SEC filing.

    Is Milestone Financial Planning, LLC SEC registered?

    Yes, Milestone Financial Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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