# Mark Buscher

> Mark Buscher is a fee-only financial advisor at Milestones Private Investment Advisors in Fairport, New York. Mark focuses on retirement planning, small business owners and physicians & residents. Milestones Private Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Milestones Private Investment Advisors
- **Based in:** Fairport, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $222.6M across 677 accounts
- **Specialties:** Retirement planning, Small business owners, Physicians & residents, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Executives, Physicians, Multi-generational families
- **CRD:** 4774058 (https://adviserinfo.sec.gov/individual/summary/4774058)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.milestones-advisors.com/

## Frequently asked questions

### Is Mark Buscher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Milestones Private Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Milestones Private Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark Buscher based?

Mark Buscher is based in Fairport, New York.

### What does Mark specialize in?

Mark's specialties include retirement planning, small business owners, physicians & residents and family wealth transfer. Mark works with retirees, pre-retirees, executives, physicians and multi-generational families.

### Is Mark Buscher registered with the SEC?

Yes. Mark Buscher is registered as an investment adviser representative in NY and TX (CRD 4774058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestones Private Investment Advisors manage?

Milestones Private Investment Advisors reports $222.6M across 677 accounts in assets under management.

### How do I contact Mark Buscher?

Through Mark's website, www.milestones-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4774058): 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://www.milestones-advisors.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.