# Milestone Wealth Strategies

> Milestone Wealth Strategies is a state-registered investment advisory firm in Plano, TX, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2024.

- CRD: 162625
- Filed as: MILESTONE WEALTH STRATEGIES
- Legal name: James F Scott Investments LLC DBA Milestone Wealth Strategies
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/162625
- AdvisorCensus page: https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625

## Quick answers

**How is Milestone Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Milestone Wealth Strategies reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Milestone Wealth Strategies located?**
Milestone Wealth Strategies' principal office is in Plano, TX, according to its Form ADV.

**Is Milestone Wealth Strategies registered with the SEC or a state?**
Milestone Wealth Strategies is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 162625.

**How much does Milestone Wealth Strategies manage?**
Milestone Wealth Strategies reports $8,000,000 in regulatory assets under management in its Form ADV filing dated March 26, 2024 (88% discretionary).

**What types of clients does Milestone Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (3).

**Does Milestone Wealth Strategies 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/162625

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,000,000
- Discretionary: $7,000,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $5,500,000 |
| High net worth individuals | 3 | $2,500,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- milestonews.com
- Instagram @MILESTONEWEALTH
- LinkedIn @JAMESFSCOTT
- X @MILESTONEWS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestone Wealth Strategies (CRD 162625): Form ADV filing data as of October 2026.