Richard LoPresti
Milestone Asset Management Group · Avon, Connecticut
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Milestone Asset Management Group |
|---|---|
| Based in | Avon, Connecticut |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $309.0M across 716 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 4297910 |
| Exams passed | Series 63 (2001) · Series 65 (2001) · Series 66 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.milestoneamg.com |
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Questions about Richard
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.
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
- Milestone Asset Management Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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