# Milestone Asset Management, LLC

> Milestone Asset Management, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 310441
- Filed as: MILESTONE ASSET MANAGEMENT, LLC
- Also doing business as: HAYES ADVISORY GROUP, LEGACY CAPITAL PARTNERS, WEST FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310441
- AdvisorCensus page: https://advisorcensus.com/firm/milestone-asset-management-llc-pittsburgh-pa-310441

## Quick answers

**How is Milestone Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Milestone Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Milestone Asset Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Flat fee: $500 to $4,000 (Full Financial Plan: broad based planning services); Flat fee: $250 to $1,200 (Modular Financial Plan: a modular plan for clients who request specific…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Milestone Asset Management, LLC located?**
Milestone Asset Management, LLC's principal office is in Pittsburgh, PA, according to its Form ADV; the March 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Milestone Asset Management, LLC registered with the SEC or a state?**
Milestone Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310441.

**How much does Milestone Asset Management, LLC manage?**
Milestone Asset Management, LLC reports $690,673,342 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Milestone Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Milestone Asset Management, LLC: Regulatory assets under management: $255,369,442 in the October 2021 data and $690,673,342 in the October 2026 data, up 170%. Total employees: 15 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Milestone Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,012); individuals (other than high net worth individuals) (335); corporations or other businesses not listed above (10).

**Which custodians does Milestone Asset Management, LLC use?**
Milestone Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Milestone Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310441

**What changed in Milestone Asset Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 11 to 13. Regulatory assets under management went from $546,273,689 to $690,673,342 (+26%). Added an office in Sarasota, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Flat fee: $500 to $4,000 (Full Financial Plan: broad based planning services)

> Full Financial Plan: Milestone will charge a fixed fee that ranges from $500.00 to $4,000.00, for broad based planning services.

- Flat fee: $250 to $1,200 (Modular Financial Plan: a modular plan for clients who request specific…)

> Modular Financial Plan: Milestone will charge a fixed fee that ranges from $250 to $1,200 for a modular plan for clients who request specific services and do not desire a broad based written financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $690,673,342
- Discretionary: $690,673,342
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 335 | $425,194,459 |
| High net worth individuals | 1,012 | $263,524,901 |
| Charitable organizations | 2 | $275,946 |
| Corporations or other businesses not listed above | 10 | $1,678,036 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, DE, FL, IN, KY, MD, MI, NC, NH, NY, OH, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Carmel, IN
- Erie, PA
- Germantown, MD
- Kokomo, IN
- Sarasota, FL

### Websites listed on Form ADV (Item 1.I)
- hayesadvisorygroup.com
- legacycapitalplanners.com
- milestoneam.com
- milestoneassetmanagement.com
- westadvisorygroup.com
- Facebook @Legacy-Capital-Planners-LLC-1382364111980901
- Facebook @TheRetirementMoneyMattersShow
- Facebook facebook.com
- Facebook @westadvisorygroupus
- LinkedIn @west-advisory-group
- LinkedIn @t-brian-hayes
- Pinterest @westadvisorygroup
- X @Legacy_Capital
- X @westadvisorygrp
- YouTube @LegacyCapitalPlanner
- YouTube @westadvisorygroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,369,442 | 15 | July 14, 2021 |
| October 2022 | $398,495,922 | 15 | September 27, 2022 |
| October 2023 | $384,400,035 | 7 | April 11, 2023 |
| October 2024 | $445,758,992 | 9 | June 12, 2024 |
| October 2025 | $546,273,689 | 11 | May 27, 2025 |
| October 2026 | $690,673,342 | 13 | February 20, 2026 |

Regulatory assets under management: $255,369,442 in the October 2021 data and $690,673,342 in the October 2026 data, up 170%.
Total employees: 15 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 11 to 13.
- Regulatory assets under management went from $546,273,689 to $690,673,342 (+26%).
- Added an office in Sarasota, FL.

### February 2026
- Registered or notice-filed in CA, DC, KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestone Asset Management, LLC (CRD 310441): Form ADV filing data as of October 2026.