Steven Jacobsmeier
Milestone Financial Planning · York, Maine
Steven Jacobsmeier is a fee-only financial advisor at Milestone Financial Planning in York, Maine, who holds the CFP and ChFC credentials. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Milestone Financial Planning |
|---|---|
| Based in | York, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $590.3M across 1,223 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA, ME, NH · CRD 3163147 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | milestonefinancialplanning.com |
How Steven's firm compares
- Milestone Financial Planning's average account is about $483,000, from its Form ADV (assets managed divided by 1,223 accounts).
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Questions about Steven
Is Steven Jacobsmeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Milestone Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Milestone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Jacobsmeier based?
Steven Jacobsmeier is based in York, Maine.
What credentials does Steven Jacobsmeier hold?
Steven Jacobsmeier holds the CFP and ChFC credentials.
Is Steven Jacobsmeier registered with the SEC?
Yes. Steven Jacobsmeier is registered as an investment adviser representative in MA, ME and NH (CRD 3163147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Financial Planning manage?
Milestone Financial Planning reports $590.3M across 1,223 accounts in assets under management.
How do I contact Steven Jacobsmeier?
Through Steven's website, milestonefinancialplanning.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
- 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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