Be advised. This firm is no longer registered.

Milestone Financial Planning, Inc.

Milestone Financial Planning, Inc. (CRD# 124382) is a financial advisory firm headquartered in Dunstable, MA. They manage $48,615,187 in 297 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
P.o. Box 407, Dunstable, MA 01827
http://www.milestonefinancialplanning.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $163,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME, NH, TX

Financial Advisors at Milestone Financial Planning, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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