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MILESTONE FINANCIAL PLANNING, LLC
CRD 283439File 801-107645
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$590.3M
Above cohort median (national)
Discretionary AUM
$590.3M
Clients
257
1,223 accounts
Employees
23
Top 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 22, 2016
- Principal office
- 3 EXECUTIVE PARK DRIVE, SUITE 200, BEDFORD, NH, 03110
- Phone
- 603-589-8010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $590.3M
- Discretionary AUM
- $590.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,223
- Non-discretionary accounts
- 0
- Total accounts
- 1,223
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.1M |
| High net worth individuals | 180 | $540.2M |
| Individuals (other than high net worth individuals) | 77 | $48.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 20 | 23 | increased by3 |
| Mar 1, 2026 | Clients | 242 | 257 | increased by15 |
| Mar 1, 2026 | AUM | $486,717,369 | $590,290,410 | increased by$103,573,041 |
| Mar 1, 2026 | Accounts | 1,035 | 1,223 | increased by188 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 20 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 222 | 242 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $382,780,986 | $486,717,369 | increased by$103,936,383 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 842 | 1,035 | increased by193 |
| Mar 1, 2022 | Employees | 7 | 12 | increased by5 |
| Mar 1, 2022 | Clients | 162 | 222 | increased by60 |
| Mar 1, 2022 | AUM | $246,184,338 | $382,780,986 | increased by$136,596,648 |
| Mar 1, 2022 | Accounts | 607 | 842 | increased by235 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILESTONE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILESTONE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.