# James Stevens

> James Stevens is a fee-only financial advisor at Milestone Investments Columbus in Ridgeland, Mississippi. James focuses on retirement planning. Milestone Investments Columbus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Milestone Investments Columbus
- **Based in:** Ridgeland, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.69B across 4,324 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 1652071 (https://adviserinfo.sec.gov/individual/summary/1652071)
- **SEC registration:** Investment adviser representative in MS
- **Exams passed:** Series 63 (1990), Series 65 (2011)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://milestoneig.com

## Frequently asked questions

### Is James Stevens a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Milestone Investments Columbus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Stevens based?

James Stevens is based in Ridgeland, Mississippi.

### What does James specialize in?

James's specialties include retirement planning. James works with pre-retirees.

### Is James Stevens registered with the SEC?

Yes. James Stevens is registered as an investment adviser representative in MS (CRD 1652071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestone Investments Columbus manage?

Milestone Investments Columbus reports $1.69B across 4,324 accounts in assets under management.

### How do I contact James Stevens?

Through James's website, milestoneig.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1652071): 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://milestoneig.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.