Evan Marquis
Milestone Financial Planning, LLC · Bedford, New Hampshire
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.
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Specialties
Who they serve
- Pre-retirees
- High earners
- Mid-life transitions
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 | $590.3M across 1,223 accounts |
| Credentials | CFP · EA · RICP · MSFP · MST · MS · CPA |
| SEC registration | Investment adviser representative in ME, NH · CRD 7758291 |
| Exams passed | Series 65 (2023) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | milestonefinancialplanning.com |
| Profile |
How Evan's firm compares
- Ongoing planning starts at $9,600 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Milestone Financial Planning, LLC's average account is about $483,000, from its Form ADV (assets managed divided by 1,223 accounts).
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Questions about Evan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Milestone Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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