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| Keyboard |
| Milestone Financial Planning LLC
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|---|---|
| CRD # | 283439 |
| SEC # | 801-107645 |
| CIK # | |
| AUM | 590.3 M (2026-04-24) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 603-589-8010 |
| Address | 3 Executive Park Drive Bedford, NH 03110 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 48.0 |
| (b) Individuals (high net worth individuals) | 180 | 540.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,223 | 590.3 |
| By Discretionary | ||
| Discretionary | 1,223 | 590.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,223 | 590.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 589.8 | |
| Total | 1,223 | 590.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hoxton Planning & Management LLC
✚
|
WV | 591.5 M |
|
Poehling Capital Management Inc
✚
|
WI | 591.3 M |
|
Accredited Investor Services LLC
✚
|
MN | 591.0 M |
|
The Legacy Financial Group Inc
✚
|
OK | 590.7 M |
|
Financial Gravity Family Office Services LLC
✚
|
TX | 590.5 M |
|
Reston Wealth Management LLC
✚
|
VA | 589.9 M |
|
Master's Wealth Management Inc
✚
|
PA | 589.5 M |
|
VAM Group Inc
✚
|
MI | 589.4 M |
|
Greater Midwest Financial Group LLC
✚
|
MN | 589.3 M |
|
Fairfield Bush & Co
✚
|
CT | 589.0 M |