Adam Vila
Milestone Wealth Management & Insurance · Honolulu, Hawaii
Adam Vila is a fee-only financial advisor at Milestone Wealth Management & Insurance in Honolulu, Hawaii, who holds the CFP and ChFC credentials. Milestone Wealth Management & Insurance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Adam →
Facts
| Firm | Milestone Wealth Management & Insurance |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.2M across 7 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in HI · CRD 4832775 |
| Exams passed | Series 65 (2025) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Adam's firm compares
- Milestone Wealth Management & Insurance's average account is about $312,000, from its Form ADV (assets managed divided by 7 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Vila a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Milestone Wealth Management & Insurance 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's firm, Milestone Wealth Management & Insurance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Vila based?
Adam Vila is based in Honolulu, Hawaii.
What credentials does Adam Vila hold?
Adam Vila holds the CFP and ChFC credentials.
Is Adam Vila registered with the SEC?
Yes. Adam Vila is registered as an investment adviser representative in HI (CRD 4832775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Milestone Wealth Management & Insurance manage?
Milestone Wealth Management & Insurance reports $2.2M across 7 accounts in assets under management.
How do I contact Adam Vila?
Contact details aren't on file yet. Search for Milestone Wealth Management & Insurance.
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
- 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.
See something wrong? Request a correction. Read our methodology.