Milestone Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“FINANCIAL CONSULTING SERVICES Financial Consulting Services are provided at an hourly rate of $300.”

Annual fee

$2,500/yr

“The minimum annual fee is $2,500.”

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

How Milestone Investment Advisors, LLC bills

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

• “Fees are deducted directly from client accounts in cases where written authorization to do so is provided in advance.”
• “Clients receiving the services of a separate account manager are billed quarterly.”
• “Whether the fee is billed in advance or arrears may vary with the separate account manager.”

How Milestone Investment Advisors, LLC’s fees compare

• Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 4 other planners in Middleton that publish an hourly rate charge less.
• Its annual fee of $2,500 is below the Wisconsin median of $5,000. 28% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Milestone Investment Advisors, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

408

Employees

7

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$877,604,545

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168429

Website

milestoneia.com (opens in new tab)

Phone

(608) 826-5730

Can advise clients in 11 states: California, Colorado, Florida, Illinois, Minnesota, North Carolina, New York, Pennsylvania, Texas, Washington, Wisconsin

Other planners in Middleton that publish fees

• Apex Fiduciary Advisors LLCMiddleton$600⁠-⁠$5,000
• Blackhorn PartnersMiddleton$300⁠-⁠$2,000/yr
• Jacobson & Schmitt Advisors, LLCMiddleton$5,000
• Sentinel Advisory Group, LLCMiddleton$500/hr
• Shellcrest Financial LLCMiddleton$800/hr, $30,000⁠-⁠$75,000
• Trinity Financial PlanningMiddleton$275⁠-⁠$625/hr

Compare all 9 planners in Middleton