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MILESTONE FINANCIAL PLANNING, LLC
CRD 283439 · SEC 801-107645
3 EXECUTIVE PARK DRIVE, SUITE 200, BEDFORD, NH, 03110, United States
Phone
603-589-8010
Fax
603-696-3705
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$590.3M
Discretionary AUM
$590.3M
Team
23 total employees; 12 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $48.0M |
| High net worth individuals | 180 | $540.2M |
States served
VT, CA, LA, ME, MD, MA, NY, NC, PA, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD