# Milestones Financial

> Milestones Financial is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated January 28, 2026.

- CRD: 316322
- Filed as: MILESTONES FINANCIAL
- Legal name: Milestones Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316322
- AdvisorCensus page: https://advisorcensus.com/firm/milestones-financial-316322

## Quick answers

**How is Milestones Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Milestones Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Milestones Financial registered with the SEC or a state?**
Milestones Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316322.

**Does Milestones Financial 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/316322

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- milestonesfin.com
- YouTube @UCgDck8YYyvcPHaZiz5UHgfg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestones Financial (CRD 316322): Form ADV filing data as of October 2026.