Jennifer Climo
Milestone Financial Planning · York, Maine
Jennifer Climo is a fee-only financial advisor at Milestone Financial Planning in York, Maine, who holds the CFP credential. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Milestone Financial Planning |
|---|---|
| Based in | York, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $590.3M across 1,223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, ME, NH, TX · CRD 4632920 |
| Exams passed | Series 65 (2002) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | milestonefinancialplanning.com |
How Jennifer's firm compares
- Milestone Financial Planning's average account is about $483,000, from its Form ADV (assets managed divided by 1,223 accounts).
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Questions about Jennifer
Is Jennifer Climo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Milestone Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Milestone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jennifer Climo based?
Jennifer Climo is based in York, Maine.
What credentials does Jennifer Climo hold?
Jennifer Climo holds the CFP credential.
Is Jennifer Climo registered with the SEC?
Yes. Jennifer Climo is registered as an investment adviser representative in MA, ME, NH and TX (CRD 4632920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Financial Planning manage?
Milestone Financial Planning reports $590.3M across 1,223 accounts in assets under management.
How do I contact Jennifer Climo?
Through Jennifer's website, milestonefinancialplanning.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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