Jeff Lanscek
Milestone Financial Associates · Macungie, Pennsylvania
Jeff Lanscek is a fee-only financial advisor at Milestone Financial Associates in Macungie, Pennsylvania, who holds the CFP and ChFC credentials. Milestone Financial Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Milestone Financial Associates |
|---|---|
| Based in | Macungie, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $654.5M across 1,988 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 4746541 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.milestonefa.com |
| Profile |
How Jeff's firm compares
- Milestone Financial Associates's average account is about $329,000, from its Form ADV (assets managed divided by 1,988 accounts).
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Questions about Jeff
Is Jeff Lanscek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Milestone Financial Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff's firm, Milestone Financial Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeff Lanscek based?
Jeff Lanscek is based in Macungie, Pennsylvania.
What credentials does Jeff Lanscek hold?
Jeff Lanscek holds the CFP and ChFC credentials.
Is Jeff Lanscek registered with the SEC?
Yes. Jeff Lanscek is registered as an investment adviser representative in PA (CRD 4746541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Financial Associates manage?
Milestone Financial Associates reports $654.5M across 1,988 accounts in assets under management.
How do I contact Jeff Lanscek?
Through Jeff's website, www.milestonefa.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
- 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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