Milestone Financial Planning, LLC

CRD#283439
Investment Advisor Firm

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Learn more about Milestone Financial Planning, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Milestone Financial Planning, LLC is located at 3 Executive Park Drive, Bedford, NH. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Milestone Financial Planning, LLC is not a registered broker-dealer.

    Milestone Financial Planning, LLC oversees $423.9 million in assets under management across 929 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The firm caters to retail investors and high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Milestone Financial Planning, LLC includes asset-based and fixed fees. The firm has 151 high net worth clients and maintains affiliations with an accountant or accounting firm.

    Milestone Financial Planning, LLC is registered in the states of California, Connecticut, Florida, Louisiana, Maine, Massachusetts, New Hampshire, Pennsylvania, Rhode Island, Texas, Vermont, and North Carolina.

    Assets Under Management

    $423.9 million

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    3 Executive Park Drive
    Bedford, NH 03110

    Milestone Financial Planning, LLC by the Numbers

    Total Assets Under Management

    $423.9 million

    National Average: $8.6 billion
    Total Number of Employees

    16

    National Average: 64
    Total Number of Accounts

    929

    National Average: 375,227
    Average Account Size

    $456.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    Milestone Financial Planning, LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In the last fiscal year, Milestone Financial Planning, LLC provided 101-250 of its clients with financial planning services. The Firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advisory services largely depend on which services are offered. Fees billed by Milestone Financial Planning, LLC may include any blend of the following fee structures: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm provides services to retail investors and high net worth investors. Out of its 2 clients, Milestone Financial Planning, LLC's biggest client type by number of accounts is high net worth investors, but it also serves 151 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 66.81%
    • Other Individuals - 33.19%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Milestone Financial Planning, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Milestone Financial Planning, LLC

    Cameron Barker
    Bedford, NH
    Kathryn Wiggins
    Bedford, NH
    Kyle Labelle
    Bedford, NH
    Garrett Climo
    Bedford, NH
    Evan Marquis
    Bedford, NH
    Jonathan Harrington
    Bedford, NH
    Daniel Koppel
    Bedford, NH
    Jean Fullerton
    Bedford, NH
    Steven Jacobsmeier
    Bedford, NH

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