Milestone Financial Associates, LLC fees and pricing
Financial planner in Macungie, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Milestone Financial Associates, LLC charges $450 an hour and a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Hourly fees will not exceed $450 per hour and fixed fees shall generally not exceed $20,000.”
- Flat or project fee
- $20,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milestone Financial Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
- “These fees are calculated and debited by American Funds quarterly in arrears based on an average daily balance of the account(s).”
- “The fees for these accounts are non-negotiable.”
How Milestone Financial Associates, LLC’s fees compare
- Its hourly rate of $450 is above the Pennsylvania median of $250. 89% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Macungie that publish an hourly rate charge less.
- Its flat or project fee of $20,000 is above the Pennsylvania median of $3,650. 91% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Milestone Financial Associates, LLC
“The firm provides services to individuals, trusts, foundations, retirement plans, and corporations.”
- Firm size: 12 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 618
- Employees
- 12
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $654,492,629
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336684
- Phone
- (610) 421-8777
Can advise clients in 5 states: Delaware, Florida, New Jersey, Pennsylvania, South Carolina
Other planners in Macungie that publish fees
- Christman Financial Advisors LLCMacungie$150/hr, $150-$300/mo
- Lakeside PlanningMacungie$400/hr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.