Eric Birdsall
Milestone Consultants · Whitney Point, New York
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.
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Specialties
Facts
| Firm | Milestone Consultants |
|---|---|
| Based in | Whitney Point, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $17.9M across 9 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5065620 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mstnconsultants.com |
| Profile |
How Eric's firm compares
- Milestone Consultants's average account is about $2.0 million, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Eric
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.
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 Consultants 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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