# Mihir Saudagar

> Mihir Saudagar is a fee-only financial advisor at Milestone Financial Associates in Macungie, Pennsylvania. Milestone Financial Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Milestone Financial Associates
- **Based in:** Macungie, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $654.5M across 1,988 accounts
- **CRD:** 7430510 (https://adviserinfo.sec.gov/individual/summary/7430510)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2021)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.milestonefa.com/

## Frequently asked questions

### Is Mihir Saudagar a fee-only financial advisor?

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

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

### Where is Mihir Saudagar based?

Mihir Saudagar is based in Macungie, Pennsylvania.

### Is Mihir Saudagar registered with the SEC?

Yes. Mihir Saudagar is registered as an investment adviser representative in PA (CRD 7430510), 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 Mihir Saudagar?

Through Mihir's website, www.milestonefa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7430510): 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

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