# Paul Juliano

> Paul Juliano is a fee-only financial advisor at Milestone Financial Associates in Macungie, Pennsylvania, who holds the CFP credential. Milestone Financial Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-juliano/
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
- **Credentials:** CFP
- **CRD:** 6232569 (https://adviserinfo.sec.gov/individual/summary/6232569)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2013)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.milestonefa.com/

## Frequently asked questions

### Is Paul Juliano a fee-only financial advisor?

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

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

### Where is Paul Juliano based?

Paul Juliano is based in Macungie, Pennsylvania.

### What credentials does Paul Juliano hold?

Paul Juliano holds the CFP credential.

### Is Paul Juliano registered with the SEC?

Yes. Paul Juliano is registered as an investment adviser representative in PA (CRD 6232569), 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 Paul Juliano?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6232569): 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.