# Daniel Koppel

> Daniel Koppel is a fee-only financial advisor at Milestone Financial Planning in Bedford, New Hampshire, who holds the CFP credential. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-koppel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Milestone Financial Planning
- **Based in:** Bedford, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $590.3M across 1,223 accounts
- **Credentials:** CFP
- **CRD:** 5449216 (https://adviserinfo.sec.gov/individual/summary/5449216)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 66 (2008)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://milestonefinancialplanning.com

## Frequently asked questions

### Is Daniel Koppel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?

Daniel's firm, Milestone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Koppel based?

Daniel Koppel is based in Bedford, New Hampshire.

### What credentials does Daniel Koppel hold?

Daniel Koppel holds the CFP credential.

### Is Daniel Koppel registered with the SEC?

Yes. Daniel Koppel is registered as an investment adviser representative in MA and NH (CRD 5449216), 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 Daniel Koppel?

Through Daniel's website, milestonefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5449216): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.