Firm
Milestone Financial Associates
Macungie, Pennsylvania
Fee-only
Milestone Financial Associates at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 8 advisors are listed here; 5 of 8 hold the CFP.
- Its Form ADV reports 12 employees and 618 individual clients, 185 of them high net worth.
- Its average account is about $329,000 (assets it manages divided by its 1,988 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Macungie, Pennsylvania |
|---|---|
| Website | milestonefa.com |
| Phone | (610) 421-8777 |
Milestone Financial Associates fees
Milestone Financial Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $654 million |
| Individual clients | 433 |
| High-net-worth clients | 185 |
| Accounts managed | 1,988 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-133757) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 336684 |