# Ronald Milone

> Ronald Milone is a fee-only financial advisor at Heritage Capital in New Haven, Connecticut, who holds the CFP credential. Ronald charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning.

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

## Facts

- **Firm:** Heritage Capital
- **Based in:** New Haven, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $146.9M across 137 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Divorced individuals
- **CRD:** 4200818 (https://adviserinfo.sec.gov/individual/summary/4200818)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 66 (2000)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.investfortomorrow.com

## Frequently asked questions

### Is Ronald Milone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Heritage Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ronald charge for financial advice?

Ronald charges a percentage of assets.

### How much does Ronald charge?

According to Heritage Capital's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Ronald Milone based?

Ronald Milone is based in New Haven, Connecticut.

### What does Ronald specialize in?

Ronald's specialties include retirement planning. Ronald works with retirees, pre-retirees and divorced individuals.

### What credentials does Ronald Milone hold?

Ronald Milone holds the CFP credential.

### Is Ronald Milone registered with the SEC?

Yes. Ronald Milone is registered as an investment adviser representative in CT (CRD 4200818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Capital manage?

Heritage Capital reports $146.9M across 137 accounts in assets under management.

### How do I contact Ronald Milone?

Through Ronald's website, www.investfortomorrow.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4200818): 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://investfortomorrow.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.