SEC Form ADV

MILESTONE FINANCIAL PLANNING, LLC

Firm profile: Milestone Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNH

$590.3M

Assets Under Management

1,223

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-283439
Location: BEDFORD, NH
Filing Date: April 24, 2026
AUM: $590.3M
Total Clients: 1,223
Employees: 23
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

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.

← All Form ADV Filings