SEC Form ADV

MILESTONE FINANCIAL PLANNING, LLC

Registered Investment AdviserNH
$590.3M
Assets Under Management
1,223
Total Clients
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Registration Details

Accession
CRD-283439
Location
BEDFORD, NH
Filing Date
April 24, 2026
AUM
$590.3M
Total Clients
1,223
Amendment
No

About this Adviser

MILESTONE FINANCIAL PLANNING, LLC is a registered investment adviser headquartered in BEDFORD, NH, managing approximately $590.3M in assets across 1,223 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.