# Richard LoPresti

> Richard LoPresti is a fee-only financial advisor at Milestone Asset Management Group in Avon, Connecticut, who holds the CFP credential. Richard charges a flat fee or retainer and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Milestone Asset Management Group
- **Based in:** Avon, Connecticut
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $309.0M across 716 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Flat-fee planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4297910 (https://adviserinfo.sec.gov/individual/summary/4297910)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2001), Series 65 (2001), Series 66 (2018)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.milestoneamg.com

## Frequently asked questions

### Is Richard LoPresti a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Milestone Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard charges a flat fee or retainer.

### Where is Richard LoPresti based?

Richard LoPresti is based in Avon, Connecticut.

### What does Richard specialize in?

Richard's specialties include retirement planning, tax planning, estate & legacy planning, flat-fee planning and pension planning. Richard works with retirees and pre-retirees.

### What credentials does Richard LoPresti hold?

Richard LoPresti holds the CFP credential.

### Is Richard LoPresti registered with the SEC?

Yes. Richard LoPresti is registered as an investment adviser representative in CT (CRD 4297910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestone Asset Management Group manage?

Milestone Asset Management Group reports $309.0M across 716 accounts in assets under management.

### How do I contact Richard LoPresti?

Through Richard's website, www.milestoneamg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4297910): 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://milestoneamg.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.