Milestone Wealth Management & Insurance, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Planning engagements are offered at the rate of $150 per hour.”

Flat or project fee

$250⁠-⁠$2,500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $250 - $2,500 and an ongoing fee that is paid quarterly, in advance, at the rate of $250 - $2,500 per quarter ($1,000 - $10,000 per year).”

Quarterly fee

$250⁠-⁠$2,500/qtr

From the same sentence as above.

Annual fee

$1,000⁠-⁠$10,000/yr

From the same sentence as above.

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

How Milestone Wealth Management & Insurance, LLC bills

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

• “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
• “On a very limited basis, fees may be negotiable.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How Milestone Wealth Management & Insurance, LLC’s fees compare

• Its hourly rate of $150 is below the Hawaii median of $300. None of the 15 other Hawaii planners that publish an hourly rate charge less.
• None of the 9 other planners in Honolulu that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Hawaii median of $5,238. 8% of the 13 other Hawaii planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Honolulu that publish a flat or project fee charge less.
• Its annual fee of $1,000-$10,000 spans the Hawaii median of $5,500. 50% of the 4 other Hawaii planners that publish an annual fee charge less.
• 1 of the 2 other planners in Honolulu that publish an annual fee charge less.

About Milestone Wealth Management & Insurance, LLC

• Principal: Adam L. Vila
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

2.5% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,185,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314573

Phone

(808) 679-1330

Other planners in Honolulu that publish fees

• Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
• CRL AdvisorsHonolulu$300/hr
• Financial Vision Advisory Services, LLC.Honolulu$175/hr
• Island Wealth ManagementHonolulu$2,000⁠-⁠$20,000
• Jennings Financial Planning, Inc.Honolulu$350/hr, $9,350⁠-⁠$29,000/yr
• Masuda Lehrman WealthHonolulu$300/hr, $4,200⁠-⁠$8,400

Compare all 20 planners in Honolulu