Ronald Milone
Heritage Capital · New Haven, Connecticut
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.
Request an introduction to Ronald →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
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 |
| Assets under management | $146.9M across 137 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 4200818 |
| Exams passed | Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.investfortomorrow.com |
Request an introduction to Ronald
Tell Ronald a little about what you're looking for. Ronald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ronald
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.
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
- Heritage Capital 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.
See something wrong? Request a correction. Read our methodology.