Milestone Consultants, Inc. fees and pricing

Financial planner in Whitney Point, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 28, 2026, Milestone Consultants, Inc. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “We charge an hourly fee of $200 for financial planning.”

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

“The fee is negotiable, but we require a $500 down payment.”
“The balance of the fee is due upon delivery of the financial plan.”
“The management fee is calculated and collected on a quarterly basis in advance (at the Milestone Consultants, Inc Page 5 ADV Part 2A – 9/28/2026 beginning of each quarter).”

Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.

“We offer comprehensive and single-issue financial planning services.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: $1,500 minimum fee (stated in brochure)
Clients: 6
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $17,856,137
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 286406
Website: mstnconsultants.com (opens in new tab)
Phone: (585) 228-2558

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.