Firm
Milestone Investments Columbus
Ridgeland, Mississippi
Fee-only
Milestone Investments Columbus at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 14 advisors are listed here; 2 of 14 hold the CFP.
- Its Form ADV reports 18 employees and 1,437 individual clients, 236 of them high net worth.
- Its average account is about $391,000 (assets it manages divided by its 4,324 accounts).
Facts
| Based in | Ridgeland, Mississippi |
|---|---|
| Website | milestoneig.com |
| Phone | (601) 362-5872 |
Milestone Investments Columbus fees
Milestone Investments Columbus 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 | $1.7 billion |
| Individual clients | 1,201 |
| High-net-worth clients | 236 |
| Accounts managed | 4,324 |
| Employees | 18 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-114023) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 298398 |