Milestone Financial Planning, LLC
Milestone Financial Planning, LLC is an SEC-registered wealth manager in Bedford, NH with $590.3M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Milestone Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283439, SEC 801-107645, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $590.3M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Bedford, NH
- Employees
- 23
- Clients
- 257
- CRD
- 283439
- Ownership
- DAVIDSON, JENNIFER, LISE; FULLERTON, JEAN; CLIMO, JENNIFER, LISE; LUND-WILDE, KATHRYN, KAREN; GRANITE FIELDS REVOCABLE TRUST
How much AUM does Milestone Financial Planning, LLC have?
Milestone Financial Planning, LLC reported $590.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Milestone Financial Planning, LLC?
Disclosed owners and executives of Milestone Financial Planning, LLC include DAVIDSON, JENNIFER, LISE, FULLERTON, JEAN, CLIMO, JENNIFER, LISE, LUND-WILDE, KATHRYN, KAREN, GRANITE FIELDS REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.