Mckeea
Fields
Milestone Financial Planning, LLC
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About this Advisor
Mckeea Fields is a financial advisor operating in Bedford, New Hampshire with 1 year of industry experience. Fields is currently employed by Milestone Financial Planning, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, St. Mary'S Credit Union, Southern New Hampshire University, Robert Half Employment Agency, Call Logix, Why Not Lease, Kbw, Nesco Resource, Coworkx Staffing Services, LLC, Macys, Morgan Stanley & Co. LLC, Morgan Stanley Private Bank, N.A and Milestone Financial Planning, LLC. Fields maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Hampshire. Milestone Financial Planning, LLC is a financial advisory company based out of Bedford, NH. It has offices in three locations and a total of 13 employees. It oversees $353 million in total assets across its 919 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 919 customer accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on which services are provided. Fee types billed by Milestone Financial Planning, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Milestone Financial Planning, LLC Brokerage Details
$353,363,992
13
919
$384,509
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mckeea Fields Work History
Mckeea has been registered as a financial advisor for 1 years.*
Milestone Financial Planning, LLC
Morgan Stanley & Co. LLC
Morgan Stanley Private Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
St. Mary'S Credit Union
Call Logix
Why Not Lease
Nesco Resource
Coworkx Staffing Services, LLC
Macys
Southern New Hampshire University
Robert Half Employment Agency
Kbw
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mckeea Fields to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Milestone Financial Planning, LLC
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Westford, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
