Heather Proctor
Milestones Private Investment Advisors · Fairport, New York
Heather Proctor is a fee-only financial advisor at Milestones Private Investment Advisors in Fairport, New York. Heather focuses on retirement planning, small business owners and physicians & residents. Milestones Private Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Physicians
- Multi-generational families
Facts
| Firm | Milestones Private Investment Advisors |
|---|---|
| Based in | Fairport, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $222.6M across 677 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2320887 |
| Exams passed | Series 63 (1993) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.milestones-advisors.com |
| Profile |
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Questions about Heather
Is Heather Proctor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Milestones Private Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Milestones Private Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Heather Proctor based?
Heather Proctor is based in Fairport, New York.
What does Heather specialize in?
Heather's specialties include retirement planning, small business owners, physicians & residents and family wealth transfer. Heather works with retirees, pre-retirees, executives, physicians and multi-generational families.
Is Heather Proctor registered with the SEC?
Yes. Heather Proctor is registered as an investment adviser representative in NY and TX (CRD 2320887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestones Private Investment Advisors manage?
Milestones Private Investment Advisors reports $222.6M across 677 accounts in assets under management.
How do I contact Heather Proctor?
Through Heather's website, www.milestones-advisors.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
- Milestones Private Investment Advisors 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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