# Adam Kalender

> Adam Kalender is a fee-only financial advisor at Milestone Asset Management Group in Pearl River, New York, who holds the CFP credential. Adam charges a flat fee or retainer and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/adam-kalender/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Milestone Asset Management Group
- **Based in:** Pearl River, New York
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $309.0M across 716 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Flat-fee planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2953227 (https://adviserinfo.sec.gov/individual/summary/2953227)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.milestoneamg.com

## Frequently asked questions

### Is Adam Kalender a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Milestone Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges a flat fee or retainer.

### Where is Adam Kalender based?

Adam Kalender is based in Pearl River, New York.

### What does Adam specialize in?

Adam's specialties include retirement planning, tax planning, estate & legacy planning, flat-fee planning and pension planning. Adam works with retirees and pre-retirees.

### What credentials does Adam Kalender hold?

Adam Kalender holds the CFP credential.

### Is Adam Kalender registered with the SEC?

Yes. Adam Kalender is registered as an investment adviser representative in NY (CRD 2953227), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestone Asset Management Group manage?

Milestone Asset Management Group reports $309.0M across 716 accounts in assets under management.

### How do I contact Adam Kalender?

Through Adam's website, www.milestoneamg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2953227): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://milestoneamg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.