Milestone Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Milestone Wealth Strategies serves individuals, families, small businesses and not‑for‑profit organizations with ongoing holistic financial planning and discretionary portfolio management. Services described in the brochure include investment strategy and asset allocation, retirement and education planning, employer benefits optimization, and a specific divorce financial planning offering.
The firm documents client objectives with an Investment Policy Statement and emphasizes principles of value, safety and quality with a focus on risk control, using mutual funds, ETFs, equities and fixed income where appropriate. Financial planning is delivered through a multi‑meeting process that produces a written plan and optional implementation, and the adviser may delegate portfolio management to third‑party sub‑advisors (including a technology‑driven model provider) while conducting periodic reviews.
What sets this firm apart from many solo independent advisers is a formal specialty in divorce financial planning: the principal holds a certified divorce financial analyst credential, operates a separate divorce‑focused consulting business and discloses the related conflict and time commitment. The firm also provides educational seminars and workshops and offers employer retirement plan consulting and use of outside model managers, services that are less common among peers of similar size.
Client services
Expertise
Fee options
Flat fees for financial planning $600 - $20,000 annually; Fixed negotiated fee $500 - $5,000 for creating financial plans
$0 - $500,000: 1.5% $500,000 - $1,500,000: 1.25% $1,500,000+: 1.00%
$150 - $300 per hour, minimum $150 per hour
Fee-only: Flat fees for financial planning $600 - $20,000 annually; Hourly fees $150 - $300 per hour, minimum $150 per hour; Fixed negotiated fees $500 - $5,000 for creating financial plans.
Main office
620 East Broad Street Suite J
Columbus OH 43215
Advisors at this office
1
Most active in
Ohio
Also doing business as
Milestone Wealth Strategies · Milestone Wealth Strategies LLC
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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