# Evan Marquis

> Evan Marquis is a fee-only financial advisor at Milestone Financial Planning, LLC in Bedford, New Hampshire, who holds the CFP, EA and RICP credentials. Evan charges a percentage of assets and an ongoing planning fee (ongoing planning from $9,600 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/evan-marquis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Milestone Financial Planning, LLC
- **Based in:** Bedford, New Hampshire
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $9,600 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $590.3M across 1,223 accounts
- **Credentials:** CFP, EA, RICP, MSFP, MST, MS, CPA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation
- **Works with:** Pre-retirees, High earners, Mid-life transitions
- **CRD:** 7758291 (https://adviserinfo.sec.gov/individual/summary/7758291)
- **SEC registration:** Investment adviser representative in ME, NH
- **Exams passed:** Series 65 (2023)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://milestonefinancialplanning.com

## Frequently asked questions

### Is Evan Marquis a fee-only financial advisor?

Yes. Evan Marquis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Evan's firm.

### How does Evan charge for financial advice?

Evan charges a percentage of assets and an ongoing planning fee.

### How much does Evan charge?

According to Milestone Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $9,600 a year; 1% a year on the first tier of assets managed.

### Where is Evan Marquis based?

Evan Marquis is based in Bedford, New Hampshire.

### What does Evan specialize in?

Evan's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Evan works with pre-retirees, high earners and mid-life transitions.

### What credentials does Evan Marquis hold?

Evan Marquis holds the CFP, EA, RICP, MSFP, MST, MS and CPA credentials.

### Is Evan Marquis registered with the SEC?

Yes. Evan Marquis is registered as an investment adviser representative in ME and NH (CRD 7758291), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Milestone Financial Planning, LLC manage?

Milestone Financial Planning, LLC reports $590.3M across 1,223 accounts in assets under management.

### How do I contact Evan Marquis?

Through Evan's website, milestonefinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3318): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://milestonefinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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