MILESTONE FINANCIAL PLANNING, LLC

BEDFORD, New Hampshire·6 registered advisors·CRD# 283439
SEC# 801-1076454603-589-8010
01

Firm Overview

AUM
$424M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MILESTONE FINANCIAL PLANNING, LLC

6 registered advisors
Eric Carl Wilde
BEDFORD, New Hampshire
Jane Rosa
BEDFORD, New Hampshire
Jean Fullerton
BEDFORD, New Hampshire
Jennifer Lise Climo
BEDFORD, New Hampshire
Jonathan Christian Harrington
BEDFORD, New Hampshire
Kathryn Karen Lund-Wilde
BEDFORD, New Hampshire
05

Office Locations

BEDFORD, New Hampshire
6 advisors

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Data sourced from SEC Form ADV filings. MILESTONE FINANCIAL PLANNING, LLC (CRD# 283439) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.