# Charles Marion

> Charles Marion is a fee-only financial advisor at Milestone Investments Columbus in Ridgeland, Mississippi. Charles focuses on retirement planning. Milestone Investments Columbus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Milestone Investments Columbus
- **Based in:** Ridgeland, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.69B across 4,324 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 5069281 (https://adviserinfo.sec.gov/individual/summary/5069281)
- **SEC registration:** Investment adviser representative in MS
- **Exams passed:** Series 66 (2006)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://milestoneig.com

## Frequently asked questions

### Is Charles Marion a fee-only financial advisor?

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

### How does Charles charge for financial advice?

Charles's firm, Milestone Investments Columbus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Marion based?

Charles Marion is based in Ridgeland, Mississippi.

### What does Charles specialize in?

Charles's specialties include retirement planning. Charles works with pre-retirees.

### Is Charles Marion registered with the SEC?

Yes. Charles Marion is registered as an investment adviser representative in MS (CRD 5069281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestone Investments Columbus manage?

Milestone Investments Columbus reports $1.69B across 4,324 accounts in assets under management.

### How do I contact Charles Marion?

Through Charles's website, milestoneig.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5069281): 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://milestoneig.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.