# Milestones Private Investment Advisors LLC

> Milestones Private Investment Advisors LLC is an SEC-registered investment advisory firm in Fairport, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 289116
- Filed as: MILESTONES PRIVATE INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairport, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289116
- AdvisorCensus page: https://advisorcensus.com/firm/milestones-private-investment-advisors-llc-fairport-ny-289116

## Quick answers

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

**How much does Milestones Private Investment Advisors LLC charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Asset-based fee: 0.01% to 1% a year (a range, as the brochure states it); Flat fee: $1,000 to $5,000 (Financial Planning); Flat fee: $1,000 to $50,000 (Retirement Plan Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Milestones Private Investment Advisors LLC located?**
Milestones Private Investment Advisors LLC's principal office is in Fairport, NY, according to its Form ADV.

**Is Milestones Private Investment Advisors LLC registered with the SEC or a state?**
Milestones Private Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289116.

**How much does Milestones Private Investment Advisors LLC manage?**
Milestones Private Investment Advisors LLC reports $222,621,943 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (64% discretionary).

**How have Milestones Private Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Milestones Private Investment Advisors LLC: Regulatory assets under management: $150,915,085 in the October 2021 data and $222,621,943 in the October 2026 data, up 48%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Milestones Private Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (183); high net worth individuals (70); corporations or other businesses not listed above (1).

**Which custodians does Milestones Private Investment Advisors LLC use?**
Milestones Private Investment Advisors 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 Milestones Private Investment Advisors 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/289116

**Does Milestones Private Investment Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "Milestones does not currently have a minimum account size required to be a client of the firm."

**What changed in Milestones Private Investment Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $198,122,462 to $222,621,943 (+12%).

## 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 February 6, 2026)

- Asset-based fee: 0.01% to 1% a year (a range, as the brochure states it)

> Generally, fees vary from 0.01% to 1.00% per annum of the market value of a client’s assets managed by Milestones. Fees are negotiable, and the fee range stated is a guide.

- Account minimum: None

> Milestones does not currently have a minimum account size required to be a client of the firm.

- Flat fee: $1,000 to $5,000 (Financial Planning)

> The arrangement is typically provided on a fixed fee basis, and the fixed fees will range from $1,000 to $ 5,000. Financial planning fees are negotiable.

- Flat fee: $1,000 to $50,000 (Retirement Plan Consulting Services)

> Generally, the arrangement is on a fixed fee basis with a range of $1,000 to $50,000. Retirement Plan Consulting fees are negotiable and are dependent on the nature of the engagement.

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: $222,621,943
- Discretionary: $142,629,880
- Non-discretionary: $79,992,063

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $44,648,534 |
| High net worth individuals | 70 | $175,753,167 |
| Corporations or other businesses not listed above | 1 | $2,220,242 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- milestones-advisors.com
- Facebook @category

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,915,085 | 2 | September 14, 2021 |
| October 2022 | $167,517,661 | 2 | February 17, 2022 |
| October 2023 | $149,846,522 | 3 | March 14, 2023 |
| October 2024 | $175,299,498 | 3 | January 23, 2024 |
| October 2025 | $198,122,462 | 3 | March 28, 2025 |
| October 2026 | $222,621,943 | 3 | October 1, 2026 |

Regulatory assets under management: $150,915,085 in the October 2021 data and $222,621,943 in the October 2026 data, up 48%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $198,122,462 to $222,621,943 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestones Private Investment Advisors LLC (CRD 289116): Form ADV filing data as of October 2026.