# Milestone Financial Planning, LLC

> Milestone Financial Planning, LLC is an SEC-registered investment advisory firm in Bedford, NH, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 283439
- Filed as: MILESTONE FINANCIAL PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283439
- AdvisorCensus page: https://advisorcensus.com/firm/milestone-financial-planning-llc-bedford-nh-283439

## Quick answers

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

**Where is Milestone Financial Planning, LLC located?**
Milestone Financial Planning, LLC's principal office is in Bedford, NH, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Milestone Financial Planning, LLC registered with the SEC or a state?**
Milestone Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283439.

**How much does Milestone Financial Planning, LLC manage?**
Milestone Financial Planning, LLC reports $590,290,410 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Milestone Financial Planning, LLC's assets and staff changed since 2021?**
In the Form ADV data for Milestone Financial Planning, LLC: Regulatory assets under management: $246,184,338 in the October 2021 data and $590,290,410 in the October 2026 data, up 140%. Total employees: 7 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Milestone Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (180); individuals (other than high net worth individuals) (77).

**Which custodians does Milestone Financial Planning, LLC use?**
Milestone Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Milestone Financial Planning, 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/283439

**Does Milestone Financial Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 24, 2026 says: "We do not impose a minimum amount of assets under management for establishing a relationship. We do impose a minimum fee which is outlined in Item 5 above."

**What changed in Milestone Financial Planning, LLC's recent Form ADV filings?**
In the May 2026 filing data: Changed its office addresses in Stratham, NH. Registered or notice-filed in NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 24, 2026)

- Account minimum: None

> We do not impose a minimum amount of assets under management for establishing a relationship. We do impose a minimum fee which is outlined in Item 5 above.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $590,290,410
- Discretionary: $590,290,410
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $47,991,220 |
| High net worth individuals | 180 | $540,218,284 |
| Charitable organizations | Fewer than 5 | $2,080,906 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 23 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MA, MD, ME, NC, NH, NY, PA, RI, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Nashua, NH
- Peterborough, NH
- Stratham, NH

### Websites listed on Form ADV (Item 1.I)
- milestonefinancialplanning.com
- Facebook @MILESTONEFINANCIALPLANNING
- Instagram @milestonefinancialplanning
- LinkedIn @27204866
- X @MILESTONEFP
- YouTube @milestonefinancialplanning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $246,184,338 | 7 | July 8, 2021 |
| October 2022 | $382,780,986 | 12 | May 18, 2022 |
| October 2023 | $353,363,992 | 13 | October 2, 2023 |
| October 2024 | $423,891,386 | 16 | August 5, 2024 |
| October 2025 | $486,717,369 | 20 | February 14, 2025 |
| October 2026 | $590,290,410 | 23 | April 24, 2026 |

Regulatory assets under management: $246,184,338 in the October 2021 data and $590,290,410 in the October 2026 data, up 140%.
Total employees: 7 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Changed its office addresses in Stratham, NH.
- Registered or notice-filed in NY.

### March 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $486,717,369 to $590,290,410 (+21%).
- Added an office in Nashua, NH.
- No longer lists an office in Westford, MA.
- Registered or notice-filed in MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestone Financial Planning, LLC (CRD 283439): Form ADV filing data as of October 2026.