Milestone Asset Management Group, LLC fees and pricing
Financial planner in Avon, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 8, 2026, Milestone Asset Management Group, LLC charges $300 an hour and a flat or project fee of $2,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $300 per hour.”
- Flat or project fee
- $2,000-$15,000
“The fixed fee can range between $2,000 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milestone Asset Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Upon termination of any account, any unpaid fees will be due and payable.”
How Milestone Asset Management Group, LLC’s fees compare
- Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Avon that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$15,000 spans the Connecticut median of $5,125. 74% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- None of the 2 other planners in Avon that publish a flat or project fee charge less.
About Milestone Asset Management Group, LLC
- Principal: Michael Mezheritskiy
- Firm size: 7 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 214
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $308,965,271
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282896
- Phone
- (860) 259-4800
Can advise clients in 2 states: Connecticut, New York
Other planners in Avon that publish fees
- Crionna Wealth LLCAvon$400/hr
- Del Gallo Financial Services, LLCAvon$125-$350/hr, $1,000-$30,000
- Telos Partners LLCAvon$500/hr, $12,500
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
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