Cameron Barker
Milestone Financial Planning · Stratham, New Hampshire
Cameron Barker is a fee-only financial advisor at Milestone Financial Planning in Stratham, New Hampshire, who holds the CFP credential. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Milestone Financial Planning |
|---|---|
| Based in | Stratham, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $590.3M across 1,223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, NH · CRD 7883919 |
| Exams passed | Series 65 (2024) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | milestonefinancialplanning.com |
How Cameron's firm compares
- Milestone Financial Planning's average account is about $483,000, from its Form ADV (assets managed divided by 1,223 accounts).
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Questions about Cameron
Is Cameron Barker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cameron holds no broker registration, and Milestone Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cameron charge for financial advice?
Cameron's firm, Milestone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cameron Barker based?
Cameron Barker is based in Stratham, New Hampshire.
What credentials does Cameron Barker hold?
Cameron Barker holds the CFP credential.
Is Cameron Barker registered with the SEC?
Yes. Cameron Barker is registered as an investment adviser representative in ME and NH (CRD 7883919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Financial Planning manage?
Milestone Financial Planning reports $590.3M across 1,223 accounts in assets under management.
How do I contact Cameron Barker?
Through Cameron's website, milestonefinancialplanning.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
- 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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