Milestone Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated April 24, 2026, reports $590M in regulatory assets under management, 23 employees, 4 offices, and 1,223 accounts.
Assets Under Management
$590M
Employees
23
Offices
4 offices
Total Clients
257
Primary office
BEDFORD, NH
3 EXECUTIVE PARK DRIVE, SUITE 200, BEDFORD, NH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.0% of total clients.
Top client categories% of clientsClients
1
HNWI
70.0%
180
2
Individuals
30.0%
77
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$590Mas of April 24, 2026
Discretionary100.0%
$590M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$590M
Total Accounts1,223
10Y AUM Change+$433M (+275.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee11:1
10Y Employee Change+18 (+360.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.