# William Dippell

> William Dippell is a fee-only financial advisor at Milestone Money in Chicago, Illinois. William charges a flat fee or retainer, an ongoing planning fee and a percentage of assets (ongoing planning from $12,500 a year and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Milestone Money
- **Based in:** Chicago, Illinois
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $12,500 a year; 0.95% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $56.0M across 151 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4527425 (https://adviserinfo.sec.gov/individual/summary/4527425)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://milestonemoney.com

## Frequently asked questions

### Is William Dippell a fee-only financial advisor?

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

### How does William charge for financial advice?

William charges a flat fee or retainer, an ongoing planning fee and a percentage of assets.

### How much does William charge?

According to Milestone Money's website, checked October 30, 2026: ongoing planning from $12,500 a year; 0.95% a year on the first tier of assets managed.

### Does William work with clients virtually?

Yes. Milestone Money says on its website that it works with clients remotely.

### Where is William Dippell based?

William Dippell is based in Chicago, Illinois.

### What does William specialize in?

William's specialties include retirement planning, tax planning and estate & legacy planning. William works with retirees and pre-retirees.

### Is William Dippell registered with the SEC?

Yes. William Dippell is registered as an investment adviser representative in IL and TX (CRD 4527425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milestone Money manage?

Milestone Money reports $56.0M across 151 accounts in assets under management.

### How do I contact William Dippell?

Through William's website, milestonemoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4527425): 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://milestonemoney.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.