# Eric Birdsall

> Eric Birdsall is a fee-only financial advisor at Milestone Consultants in Whitney Point, New York. Eric focuses on estate & legacy planning. Milestone Consultants reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Milestone Consultants
- **Based in:** Whitney Point, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $17.9M across 9 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 5065620 (https://adviserinfo.sec.gov/individual/summary/5065620)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.mstnconsultants.com

## Frequently asked questions

### Is Eric Birdsall a fee-only financial advisor?

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

### How does Eric charge for financial advice?

Eric's firm, Milestone Consultants, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Eric Birdsall based?

Eric Birdsall is based in Whitney Point, New York.

### What does Eric specialize in?

Eric's specialties include estate & legacy planning.

### Is Eric Birdsall registered with the SEC?

Yes. Eric Birdsall is registered as an investment adviser representative in NY (CRD 5065620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestone Consultants manage?

Milestone Consultants reports $17.9M across 9 accounts in assets under management.

### How do I contact Eric Birdsall?

Through Eric's website, www.mstnconsultants.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5065620): 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://www.mstnconsultants.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.