Milestones Financial fees and pricing
Financial planner in Columbus, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Milestones Financial charges $199 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $199/hr
“Financial Advising Services Fee For Milestones Financial’s Hourly Financial Advising Services engagement, Milestones Financial’s fee is $199 per hour, billed in six-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milestones Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Milestones Financial accepts payment via check or through Milestones Financial’s selected third-party payment vendor.”
- “Milestones Financial bills monthly, in arrears, for the time spent in the engagement and upon completion of the engagement.”
- “Client will receive an invoice for services performed that setting forth the fee, the services performed, and the time incurred in performing the services.”
How Milestones Financial’s fees compare
- Its hourly rate of $199 is below the Ohio median of $250. 22% of the 219 other Ohio planners that publish an hourly rate charge less.
- 3 of the 20 other planners in Columbus that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Milestones Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316322
- Phone
- (614) 349-1095
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
Is something on this page wrong or out of date?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.