Milestone Financial Planning, LLC fees and pricing
Financial planner in Bedford, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 24, 2026, Milestone Financial Planning, LLC charges a monthly fee of $100-$8,000 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100-$8,000/mo
“These fees typically range from $100 to $8,000 per month, billed in arrears, based on the size of the client portfolio and depending on the scope and the complexity of the services to be provided.”
- Annual fee
- $10,000/yr
“Clients are subject to a minimum annual fee of $10,000, which may be waived at our sole discretion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milestone Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our standard financial management fee is charged as a percentage of assets under management, in quarterly installments, in arrears (after services have been provided).”
- “Financial planning subscription fees are generally paid by electronic payment or check.”
- “Fees may be negotiable at the sole discretion of Milestone, but will not exceed the asset-based fee and subscription fees referenced above.”
How Milestone Financial Planning, LLC’s fees compare
- Its annual fee of $10,000 is above the New Hampshire median of $7,100. 64% of the 14 other New Hampshire planners that publish an annual fee charge less.
- 1 of the 2 other planners in Bedford that publish an annual fee charge less.
About Milestone Financial Planning, LLC
“Milestone Financial Planning, LLC (“Milestone” or the “Advisor” and also referred to as “We”) provides financial planning and investment management services to individuals, high net worth individuals, trusts, non-profit organizations, and small businesses (each a “Client”).”
- Firm size: 23 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
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
- 1% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 257
- Employees
- 23
- 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
- $590,290,410
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283439
- Phone
- (603) 589-8010
Can advise clients in 14 states: California, Connecticut, Florida, Louisiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, Texas, Vermont
Other planners in Bedford that publish fees
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Bartley Financial Advisors, LLCBedford$6,000/yr
- Northeast Planning Associates, Inc.Bedford$100-$500/hr, $25,000
- Robbins Farley LLCBedford$200-$500/hr, $2,000-$10,000
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.