Stephen Griner
Milestone Investments Columbus · Ridgeland, Mississippi
Stephen Griner is a fee-only financial advisor at Milestone Investments Columbus in Ridgeland, Mississippi. Stephen focuses on retirement planning. Milestone Investments Columbus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Milestone Investments Columbus |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.69B across 4,324 accounts |
| SEC registration | Investment adviser representative in MS, TX · CRD 4376876 |
| Exams passed | Series 66 (2001) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | milestoneig.com |
| Profile |
How Stephen's firm compares
- Milestone Investments Columbus's average account is about $391,000, from its Form ADV (assets managed divided by 4,324 accounts).
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Questions about Stephen
Is Stephen Griner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Milestone Investments Columbus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Milestone Investments Columbus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Griner based?
Stephen Griner is based in Ridgeland, Mississippi.
What does Stephen specialize in?
Stephen's specialties include retirement planning. Stephen works with pre-retirees.
Is Stephen Griner registered with the SEC?
Yes. Stephen Griner is registered as an investment adviser representative in MS and TX (CRD 4376876), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Investments Columbus manage?
Milestone Investments Columbus reports $1.69B across 4,324 accounts in assets under management.
How do I contact Stephen Griner?
Through Stephen's website, milestoneig.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 Investments Columbus 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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