Milestones Private Investment Advisors LLC fees and pricing
Financial planner in Fairport, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 1, 2026, Milestones Private Investment Advisors LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“The arrangement is typically provided on a fixed fee basis, and the fixed fees will range from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Milestones Private Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and the fee range stated is a guide.”
- “Retirement Plan Consulting fees are negotiable and are dependent on the nature of the engagement.”
- “Fees are negotiable, in the sole discretion of Milestones. 5 B.”
How Milestones Private Investment Advisors LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
About Milestones Private Investment Advisors LLC
“Milestones’ focus is on creating and implementing realistic retirement plans for each of its clients, with a holistic approach taking into consideration client’s full financial picture.”
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- Clients
- 253
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $222,621,943
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289116
- Phone
- (585) 203-1956
Can advise clients in 5 states: Delaware, Florida, Nebraska, New York, Texas
Other planners in Fairport that publish fees
- Clemons Financial Education CompanyFairport$250-$500/hr, $1,500-$7,500
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.