Milestones Financial, LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | milestonesfin.com |
| [email protected] |
Questions about Milestones Financial, LLC
How much does Milestones Financial, LLC charge?
Milestones Financial, LLC publishes these prices: one-time plan: from $2,250. We found this on its website, checked October 28, 2026.
How is Milestones Financial, LLC paid?
Milestones Financial, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Milestones Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Milestones Financial, LLC.
What does Milestones Financial, LLC specialize in?
Milestones Financial, LLC's advisors and website list retirement planning, tax planning, flat-fee planning and estate & legacy planning.
Does Milestones Financial, LLC work with clients virtually?
Yes. Milestones Financial, LLC's website says it works with clients virtually.
Milestones Financial, 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.
| One-time plan | From $2,250 |
|---|---|
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Fee : $2,250 – $4,500" source
"Fee : $2,250 – $4,500" source
"Flat-fee planning now. Hourly help when you need it later." source
"I offer a transparent, one-time project fee for the Flat-Fee Financial Planning Services engagement." 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 316322 |