Firm
Milestone Financial Planning, LLC
Bedford, New Hampshire
Fee-only
Milestone Financial Planning, LLC at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 12 advisors are listed here; 10 of 12 hold the CFP.
- Its Form ADV reports 23 employees and 257 individual clients, 180 of them high net worth.
- Its average account is about $483,000 (assets it manages divided by its 1,223 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Bedford, New Hampshire |
|---|---|
| Website | milestonefinancialplanning.com |
| [email protected] | |
| Phone | (603) 589-8010 |
Milestone Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"with fees ranging from $800-$8,000 per month that are billed in arrears" source
"First $1 million 1.00%" source
"with fees ranging from $800-$8,000 per month that are billed in arrears" source
"is based on the average daily balance of the assets we manage for you" source
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 · Fixed fees |
|---|---|
| Assets managed | $590 million |
| Individual clients | 77 |
| High-net-worth clients | 180 |
| Accounts managed | 1,223 |
| Employees | 23 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-107645) |
| Financial planning | Offered |
| Form ADV filed | April 24, 2026 |
| SEC record | CRD 283439 |