Paul Juliano
Milestone Financial Associates · Macungie, Pennsylvania
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.
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Facts
| Firm | Milestone Financial Associates |
|---|---|
| Based in | Macungie, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $654.5M across 1,988 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6232569 |
| Exams passed | Series 63 (2013) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.milestonefa.com |
How Paul's firm compares
- Milestone Financial Associates's average account is about $329,000, from its Form ADV (assets managed divided by 1,988 accounts).
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Questions about Paul
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.
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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