Charles Marion
Milestone Investments Columbus · Ridgeland, Mississippi
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Milestone Investments Columbus |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.69B across 4,324 accounts |
| SEC registration | Investment adviser representative in MS · CRD 5069281 |
| Exams passed | Series 66 (2006) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | milestoneig.com |
| Profile |
How Charles's firm compares
- Milestone Investments Columbus's average account is about $391,000, from its Form ADV (assets managed divided by 4,324 accounts).
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Questions about Charles
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.
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 Investments Columbus 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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