Milestone Wealth Strategies

Milestone Wealth Strategies (CRD# 162625) is a financial advisory firm headquartered in Plano, TX. They manage $13,500,000 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $245,455
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

LA, OK, TX

Financial Advisors at Milestone Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
1
James F. Scott
CRD#: 2221856
6860 N. Dallas Parkway, Suite 200, Plano, TX 75024
93
Wealthminder
score

James Scott (CRD# 2221856) is an Investment Advisor Representative working at Milestone Wealth Strategies in Plano, TX and has over 24 years of experience in the finance industry.

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