# Kathryn Lund-Wilde

> Kathryn Lund-Wilde is a fee-only financial advisor at Milestone Financial Planning in Westford, Massachusetts, who holds the CFP credential. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathryn-lund-wilde/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Milestone Financial Planning
- **Based in:** Westford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $590.3M across 1,223 accounts
- **Credentials:** CFP
- **CRD:** 5119699 (https://adviserinfo.sec.gov/individual/summary/5119699)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 65 (2005)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://milestonefinancialplanning.com

## Frequently asked questions

### Is Kathryn Lund-Wilde a fee-only financial advisor?

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

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

### Where is Kathryn Lund-Wilde based?

Kathryn Lund-Wilde is based in Westford, Massachusetts.

### What credentials does Kathryn Lund-Wilde hold?

Kathryn Lund-Wilde holds the CFP credential.

### Is Kathryn Lund-Wilde registered with the SEC?

Yes. Kathryn Lund-Wilde is registered as an investment adviser representative in MA and TX (CRD 5119699), 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 Kathryn Lund-Wilde?

Through Kathryn's website, milestonefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5119699): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.