# Milestone Consultants, Inc.

> Milestone Consultants, Inc. is a state-registered investment advisory firm in Whitney Point, NY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 286406
- Filed as: MILESTONE CONSULTANTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Whitney Point, NY
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286406
- AdvisorCensus page: https://advisorcensus.com/firm/milestone-consultants-inc-whitney-point-ny-286406

## Quick answers

**How is Milestone Consultants, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Milestone Consultants, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Milestone Consultants, Inc. located?**
Milestone Consultants, Inc.'s principal office is in Whitney Point, NY, according to its Form ADV.

**Is Milestone Consultants, Inc. registered with the SEC or a state?**
Milestone Consultants, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286406.

**How much does Milestone Consultants, Inc. manage?**
Milestone Consultants, Inc. reports $17,856,137 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (88% discretionary).

**What types of clients does Milestone Consultants, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Milestone Consultants, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286406

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $17,856,137
- Discretionary: $15,787,390
- Non-discretionary: $2,068,747

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,068,747 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $15,787,390 |

### 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mstnconsultants.com
- LinkedIn @MILESTONECONSULTANTSINC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestone Consultants, Inc. (CRD 286406): Form ADV filing data as of October 2026.