Adam Kalender
Milestone Asset Management Group · Pearl River, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Milestone Asset Management Group |
|---|---|
| Based in | Pearl River, New York |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $309.0M across 716 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2953227 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.milestoneamg.com |
| Profile |
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Milestone Asset Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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