Milestone Financial Planning, LLC

Milestone Financial Planning, LLC (CRD# 283439) is a financial advisory firm headquartered in Bedford, NH. They manage $423,891,386 in 929 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
3 Executive Park Drive, Suite 200, Bedford, NH 03110
https://twitter.com/milestonefp
By the Numbers
  • Total Assets Under Management
    424
    MILLION
  • Total Number of Accounts
    929
    ACCOUNTS
  • Average Account Value
    $456,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, ME, NC, NH, PA, RI, TX, VT

Financial Advisors at Milestone Financial Planning, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Jennifer Climo, financial advisor Bedford NH
Jennifer L. Climo
CRD#: 4632920
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Jennifer Climo (CRD# 4632920) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 15 years of experience in the finance industry. Jennifer Climo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Jean Fullerton, financial advisor Bedford NH
Jean Fullerton
CRD#: 4754321
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Jean Fullerton (CRD# 4754321) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 20 years of experience in the finance industry.

3
Jonathan Harrington, financial advisor Bedford NH
Jonathan C. Harrington
CRD#: 6700055
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Jonathan Harrington (CRD# 6700055) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry.

4
Kathryn Lund-Wilde, financial advisor Westford MA
Kathryn K. Lund-Wilde
CRD#: 5119699
Westford, MA

Kathryn Lund-Wilde (CRD# 5119699) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Westford, MA and has over 18 years of experience in the finance industry.

5
Cameron Barker, financial advisor Bedford NH
Cameron P. Barker
CRD#: 7883919
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Cameron Barker (CRD# 7883919) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry.

6
Garrett Climo, financial advisor Bedford NH
Garrett J. Climo
CRD#: 7732465
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Garrett Climo (CRD# 7732465) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry.

7
Daniel Koppel, financial advisor Bedford NH
Daniel B. Koppel
CRD#: 5449216
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Daniel Koppel (CRD# 5449216) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 16 years of experience in the finance industry.

8
Kyle Labelle, financial advisor Bedford NH
Kyle Labelle
CRD#: 7388659
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Kyle Labelle (CRD# 7388659) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 2 years of experience in the finance industry.

9
Evan Marquis, financial advisor Bedford NH
Evan W. Marquis
CRD#: 7758291
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Evan Marquis (CRD# 7758291) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry.

10
Kathryn Wiggins, financial advisor Bedford NH
Kathryn E. Wiggins
CRD#: 7815829
3 Executive Park Drive, Suite 200, Bedford, NH 03110

Kathryn Wiggins (CRD# 7815829) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry.

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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