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MILESTONE FINANCIAL PLANNING, LLC

BEDFORD, NH · CRD 283439 · IAPD ↗ · 603-589-8010

$590.3MRegulatory AUM
12Advisory reps
23Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — MILESTONE FINANCIAL PLANNING, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — MILESTONE FINANCIAL PLANNING, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — MILESTONE FINANCIAL PLANNING, LLC crossed $500M in regulatory AUM ($486.7M -> $590.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
February 2024 — MILESTONE FINANCIAL PLANNING, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2024 — MILESTONE FINANCIAL PLANNING, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.