Jonathan Harrington
Jonathan Harrington is a CFP-designated registered investment advisor at Milestone Financial Planning, LLC, based in Stratham, NH, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more. Their firm serves 257 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable at Milestone's discretion. Clients are subject to a minimum annual fee of $10,000, which may be waived.
Fee Estimator
Contact
Jonathan Harrington
Location
7B Emery Lane, Stratham, NH, 03885
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan works as an independent tax preparer, completing a minimal number of tax returns annually. He also serves as a Civil Affairs Officer in the U.S. Army Reserve, dedicating a few hours per week outside of trading hours and about half his time for 10 days per year during trading.
Employment History
Current Registrations
Milestone Financial Planning, LLC
State Registrations2 states
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
Additional Information
Jon also has significant Human Resources experience from his role in the United States Army. In 2016 he earned the Senior Professional in Human Resources (SPHR) Designation.