Milestone Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Milestone Consultants, Inc. is a small registered investment adviser serving individuals, high‑net‑worth clients, corporations, charities and pension or profit‑sharing plans. The firm provides comprehensive and single‑issue financial planning, ongoing portfolio management, and retirement plan consulting that includes ERISA fiduciary and non‑fiduciary services.
For smaller retail accounts the firm generally employs a strategic asset‑allocation approach, while larger accounts are managed using a combination of fundamental, technical and tactical allocation and, when appropriate, recommendations of unaffiliated third‑party investment advisers that the firm monitors. It typically delivers non‑discretionary advice to individual accounts but exercises discretionary authority to select and manage core investment menus and participant education for retirement plans.
Compared with many independent solo advisers, Milestone’s business is notable for its concentration in plan work: roughly $15.8 million of client assets are managed on a discretionary basis for plan participants, despite the firm serving only a handful of clients. The brochure also discloses that the firm’s principal has a separate business‑consulting affiliation, which the firm identifies as a potential conflict of interest it seeks to mitigate.
Client services
Expertise
Fee options
0.50% to 1.00% annually
$200 per hour for financial planning and $200 per hour for retirement plan consulting
Fee-only: Hourly fee $200 per hour for financial planning, negotiable fees for other services
Main office
Whitney Point NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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