AV
CFP · ChFC
AV
CFP · ChFC
Adam Vila
15 Years of Experience
Honolulu, HI
1 Disclosure
Adam Vila is a CFP, ChFC-designated registered investment advisor at Milestone Wealth Management & Insurance, LLC, based in Honolulu, HI, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $2.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$352K average
Assets Under Management
$2.1M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Honolulu, HI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2021Denied
Employment History
Current Registrations
Milestone Wealth Management & Insurance, LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2020 - November 2021 · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
January 2020 - November 2021 · 1 yr 10 mos
Cambridge Investment Research Advisors, INC.
December 2017 - December 2019 · 2 yrs
Cambridge Investment Research Advisors, INC.
April 2014 - October 2017 · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
March 2014 - December 2019 · 5 yrs 9 mos
Omnivest, INC.Broker
June 2006 - March 2012 · 5 yrs 9 mos
Afs Brokerage, INC.Broker
December 2005 - June 2006 · 6 mos
Peak Securities CorporationBroker
August 2005 - December 2005 · 4 mos
American Express Financial Advisors, INC.
November 2004 - May 2005 · 6 mos
American Express Financial Advisors INC.Broker
October 2004 - May 2005 · 7 mos
Ids Life Insurance CompanyBroker
October 2004 - May 2005 · 7 mos
State Registrations1 state
HI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.