# Edward Hartley

> Edward Hartley is a fee-only financial advisor at Milestone Investments Columbus in Columbus, Mississippi, who holds the CFP credential. Edward 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/edward-hartley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Milestone Investments Columbus
- **Based in:** Columbus, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.69B across 4,324 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 4934529 (https://adviserinfo.sec.gov/individual/summary/4934529)
- **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 Edward Hartley a fee-only financial advisor?

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

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

### Where is Edward Hartley based?

Edward Hartley is based in Columbus, Mississippi.

### What does Edward specialize in?

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

### What credentials does Edward Hartley hold?

Edward Hartley holds the CFP credential.

### Is Edward Hartley registered with the SEC?

Yes. Edward Hartley is registered as an investment adviser representative in MS (CRD 4934529), 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 Edward Hartley?

Through Edward's website, milestoneig.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4934529): 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.