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Advisor

Jonathan Harrington

Milestone Financial Planning · Stratham, New Hampshire

Jonathan Harrington is a fee-only financial advisor at Milestone Financial Planning in Stratham, New Hampshire, who holds the CFP credential. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmMilestone Financial Planning
Based in Stratham, New Hampshire
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$590.3M across 1,223 accounts
CredentialsCFP
SEC registration Investment adviser representative in MA, ME, NH · CRD 6700055
Firm size23 employees
Disclosures None reported
Websitemilestonefinancialplanning.com

How Jonathan's firm compares

  • Milestone Financial Planning's average account is about $483,000, from its Form ADV (assets managed divided by 1,223 accounts).

What fee-only advisors charge in New Hampshire

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Questions about Jonathan

Is Jonathan Harrington a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

Jonathan's firm, Milestone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Jonathan Harrington based?

Jonathan Harrington is based in Stratham, New Hampshire.

What credentials does Jonathan Harrington hold?

Jonathan Harrington holds the CFP credential.

Is Jonathan Harrington registered with the SEC?

Yes. Jonathan Harrington is registered as an investment adviser representative in MA, ME and NH (CRD 6700055), 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 Jonathan Harrington?

Through Jonathan'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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