Milestone Financial Planning, LLC

Milestone Financial Planning, LLC (CRD# 283439) is a financial advisory firm headquartered in Bedford, NH. They manage $145,653,081 in 595 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $244,795
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, ME, NH, TX

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