# Milestone Financial Associates, LLC

> Milestone Financial Associates, LLC is an SEC-registered investment advisory firm in Macungie, PA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 336684
- Filed as: MILESTONE FINANCIAL ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Macungie, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336684
- AdvisorCensus page: https://advisorcensus.com/firm/milestone-financial-associates-llc-macungie-pa-336684

## Quick answers

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

**How much does Milestone Financial Associates, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it); Hourly rate: $450 an hour (additional planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Milestone Financial Associates, LLC located?**
Milestone Financial Associates, LLC's principal office is in Macungie, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Milestone Financial Associates, LLC registered with the SEC or a state?**
Milestone Financial Associates, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336684.

**How much does Milestone Financial Associates, LLC manage?**
Milestone Financial Associates, LLC reports $654,492,629 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Milestone Financial Associates, LLC's assets and staff changed since 2025?**
In the Form ADV data for Milestone Financial Associates, LLC: Regulatory assets under management: $0 in the October 2025 data and $654,492,629 in the October 2026 data. Total employees: 1 in October 2025 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Milestone Financial Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (433); high net worth individuals (185); pension and profit sharing plans (but not the plan participants or government pension plans) (18).

**Which custodians does Milestone Financial Associates, LLC use?**
Milestone Financial Associates, 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 Financial Associates, 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/336684

**Does Milestone Financial Associates, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "MFA requires a minimum total portfolio value of $500,000 to engage for our services. This minimum may be waived at the discretion of MFA."

**What changed in Milestone Financial Associates, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $591,672,635 to $654,492,629 (+11%). Registered or notice-filed in DE, FL, NJ, SC.

## 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 March 30, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> Generally, fees range from 0.25% to 1.5% per annum of the market value of a client’s assets managed by MFA. The fee range stated is a guide.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> MFA requires a minimum total portfolio value of $500,000 to engage for our services. This minimum may be waived at the discretion of MFA.

- Hourly rate: $450 an hour (additional planning services)

> Certain clients requiting additional planning services will be charged a fixed or hourly fee for such services based on the scope of the work required. Hourly fees will not exceed $450 per hour

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: $654,492,629
- Discretionary: $654,492,629
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 433 | $175,358,477 |
| High net worth individuals | 185 | $458,669,636 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $7,314,329 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $2,369,174 |
| Other investment advisers | Fewer than 5 | $562,086 |
| Corporations or other businesses not listed above | 9 | $10,218,927 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, FL, NJ, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bethlehem, PA
- Royersford, PA

### Websites listed on Form ADV (Item 1.I)
- [milestonefa.com](https://milestonefa.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | July 29, 2025 |
| October 2026 | $654,492,629 | 12 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $654,492,629 in the October 2026 data.
Total employees: 1 in October 2025 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $591,672,635 to $654,492,629 (+11%).
- Registered or notice-filed in DE, FL, NJ, SC.

### December 2025
- Employees performing advisory functions went from 1 to 7.
- Regulatory assets under management went from $0 to $591,672,635.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestone Financial Associates, LLC (CRD 336684): Form ADV filing data as of October 2026.