Milestone Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,500

“Services are offered based on a negotiable flat fee, with a maximum fee of $4,500 depending on complexity and each individual client’s needs.”

Annual fee

$6,000/yr

“Fees for ongoing consultations will be no more than $6,000 annually depending on complexity and each individual client’s needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Milestone Advisory Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly or quarterly in advance or arrears based on the amount of assets managed as of the close of business on the last business day of the previous month or quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Client will be entitled to a pro rata refund for the days service was not provided in the final billing period.”

How Milestone Advisory Group, LLC’s fees compare

• Its flat or project fee of $4,500 matches the Illinois median of $4,500. 49% of the 175 other Illinois planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the Illinois median of $7,500. 42% of the 77 other Illinois planners that publish an annual fee charge less.

About Milestone Advisory Group, LLC

• Principal: John Antrobus
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

140

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$22,526,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308758

Website

yourfinancialstuff.com (opens in new tab)

Phone

(309) 213-2665

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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