Terrie Austin
Milestone Wealth Strategies · Columbus, Ohio
Terrie Austin is a fee-only financial advisor at Milestone Wealth Strategies in Columbus, Ohio, who holds the CFP credential. Terrie focuses on divorce financial planning and retirement planning. Milestone Wealth Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Milestone Wealth Strategies |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $19.1M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2334313 |
| Exams passed | Series 63 (1993) · Series 65 (1999) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.milestonewealthstrat.com |
| Profile |
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Questions about Terrie
Is Terrie Austin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrie holds no broker registration, and Milestone Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terrie charge for financial advice?
Terrie's firm, Milestone Wealth Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Terrie Austin based?
Terrie Austin is based in Columbus, Ohio.
What does Terrie specialize in?
Terrie's specialties include divorce financial planning and retirement planning. Terrie works with divorced individuals and mid-life transitions.
What credentials does Terrie Austin hold?
Terrie Austin holds the CFP credential.
Is Terrie Austin registered with the SEC?
Yes. Terrie Austin is registered as an investment adviser representative in OH (CRD 2334313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Wealth Strategies manage?
Milestone Wealth Strategies reports $19.1M across 85 accounts in assets under management.
How do I contact Terrie Austin?
Through Terrie's website, www.milestonewealthstrat.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 Wealth Strategies 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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