Milestone Financial Planning, LLC
● SEC registered since 2016CRD 283439SEC# 801-107645Bedford, NH
Reg. AUM
$590.3M
Employees
23
Accounts
1,223
Location
Bedford, NH
Milestone Financial Planning, LLC assets under management
Milestone Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2016. It reports $590.3 million in regulatory assets under management and employs 23 people.
Milestone Financial Planning, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Granite Fields Revocable Trust Control | Member | 25-50% | 2024 |
| Jennifer L Climo Continuing Trust Control | Member | 25-50% | 2024 |
| Jennifer Lise Climo Control | Manager, Chief Executive Officer And Chief Compliance Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Milestone Financial Planning, LLC manage?
Milestone Financial Planning, LLC reports $590.3 million in regulatory assets under management on its Form ADV.
How many employees does Milestone Financial Planning, LLC have?
Milestone Financial Planning, LLC reports 23 employees.
Where is Milestone Financial Planning, LLC located?
Milestone Financial Planning, LLC is based in Bedford, NH and has been SEC-registered since 2016.
Does Milestone Financial Planning, LLC disclose fund performance?
Milestone Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Executive Park Drive, Suite 200, Bedford, NH 03110 |
| Phone | 603-589-8010 |
| Fax | 603-696-3705 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$590.3M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$590.3Mregulatory AUM
Discretionary $590.3M